Common Questions We Help Answer
- How should I pay myself — salary, distributions, or both?
- How do I reduce taxes as my business grows?
- Should I set up a SEP, SIMPLE, or 401(k)?
- What’s the smartest way to save for retirement when income fluctuates?
- How do I prepare my business for a future exit or sale?
- How do I protect my family if something happens to me?
- Should I use my business to fund insurance or benefits?
- What’s the best way to handle cash flow and reserves?“What happens if my spouse outlives me by many years?”
How We Help
Steady, Unbiased Guidance for Your Business and Your Family
- Business retirement plan setup: SEP, SIMPLE, 401(k), Solo(k)
- Strategic tax planning and coordination with your CPA
- Cash flow and reserve management
- Long-term investment strategy rooted in ownership, not speculation
- Buy/sell planning and insurance strategies
- Key person and disability protection
- Succession and exit planning
- Coordinating business decisions with your personal financial plan