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Financial Planning for Business Owners

Financial Planning for Business Owners

March 26, 2021

The life of a business owner is a busy and challenging life. Most business owners and senior executives have devoted most or all of their life’s work to developing and growing their business. Unfortunately, many business owners fail to spend enough time on their personal financial planning. It is all too common for business owners to put off personal planning “until things settle down” or “until I have the business where I want it…”

We often meet with business owners who have a business plan and a budget for their business but not for themselves or their families.  Tax advantaged saving for retirement, professional investment strategies, estate planning, risk management and charitable giving strategies are often put on the back burner or do not exist at all.

For business owners, we understand that personal financial planning and business planning are inextricably linked. We strongly recommend that business owners develop a comprehensive financial plan which integrates personal financial goals and objectives with their business plan.

Feel free to contact us to learn more.


Matt and Andrew