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4749 Lincoln Mall Drive, Suite 202

Matteson, IL 60443




Services for Business Owners

Financial Services for Business Owners Whether you are a sole proprietor or have a handful of employees, as a business owner you are often so caught up in the day-to-day decisions of managing your business that you do not have the time to focus on financial planning. 

Our goal is to assist with a number of critical issues every business owner should address, from implementing and managing a retirement plan, to planning for your eventual exit. Our financial services for business owners include:

Retirement Planning

Even business owners who think they’ll never retire - needs a strategy in place for their future retirement. We can help you with retirement planning on both the business and personal sides. First, we can help you review, implement, and manage a retirement plan for your business, finding an option that benefits both you as the employer and your employees. Furthermore, we help you plan for your personal retirement, determining tax-advantaged ways to save for retirement and creating a steady and consistent stream of income.

Investment Planning

As a small business owner, there’s a chance that your business is your major (or only) investment. This makes it critical for you to proactively plan for and protect your investment, and create a portfolio that emphasizes diversification. We help you carefully select asset classes and investments with the goal of offsetting the risk you may be taking with your business.

Risk Management

Whether it is to ensure that your family is taken care of, your business is better protected, or long-term care costs are covered, establishing a risk management plan is important for creating a sound financial strategy. Loss of future cash flow from death, disability, lawsuit, are hazards that cannot be overlooked. A strong comprehensive protection program can help ensure your financial plans are not sidetracked if the unexpected happen.

Estate Planning

An efficient estate plan not only incorporates tax reduction strategies, but also involves crafting a plan to ensure that your assets transfer to your desired beneficiaries and that they are protected from lawsuits, divorce, and other risks. We can help you create a detailed inventory of your assets and who will receive what and when. We can also work with your Attorneys and CPAs to coordinate all of your planning needs.

Succession Planning

It is important for business owners to have a plan for when they eventually exit their business, whether it is selling, going public, or transferring it to a family member. We work with clients to create a comprehensive exit strategy that helps ensure they have a plan for the expected and unexpected. A thorough succession plan can help mitigate taxes, prevent a loss of control over the final disposition of your company, and avoid a decline in the value of a business in the event of the business owner’s death or unexpected disability.