Specialized Wealth Planning for Business Owners
For business owners, the success of your business is an integral component of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally.
Reach out via the form or use our scheduler to talk to our fiduciary accredited advisors to discuss your unique needs.
Share a few details so we can match you with an advisor that fits your needs.
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Our Approach:
Our wealth advisors are well-versed in the distinct planning and investment needs of business owners. By gaining a deep understanding of your professional ambitions and taking stock of all your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement and succession, health, and work-life balance.
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Business Owner Planning Conversations:
Speak with a business owner planning advisor about key person insurance evaluation, business retirement plan review, business continuity planning, business retirement plan establishment/takeover or business succession planning. It’s never too early to start the conversation.
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Business Owner Valuation and Transition:
As a business owner, knowing the value of your business is paramount to planning for your future. Focus Partners Wealth is proud to offer solutions like business valuations, succession planning, and even ways to enhance the value of your business.
Schedule a Call Today
Meet with our team when it works best for you.
We welcome the opportunity to learn more about your unique
circumstances and share how Focus Partners can add value to your life.
Recognized by
Focus Partners Wealth has been named on Financial Advisor Magazine’s America’s Top RIAs list 2025
We are pleased to announce Focus Partners Wealth has been named as the top fastest growing RIA firm in the country by FA Magazine.
20 Focus Partners Wealth Advisors Named on Forbes 2025 Best-In-State Wealth Advisors List
We are excited to announce the following Focus Partners Wealth associates were recognized on the 2025 rankings.