Business Owners
Maximize your tax efficiency so you can keep your hard-earned dollars for what’s important to you: Your Business, Your Family, Your Legacy.
Too many successful business owners struggle to keep their finances organized, and intentional. We have a personalized Blueprint to address every aspect of their finance picture, so they can achieve their vision for their business and their life.
YOUR NEEDS
We help business owners, professionals and families identify their financial needs.
INDEPENDENT ADVICE
Unbiased, independent advice that optimizes tax efficiency.
SUPPORT
Prompt, accessible and outstanding support to our clients.
FINANCIAL SUCCESS
We’ll guide you on your journey to financial success with proven solutions.
Tax Efficiency for Business Owners
As a business owner, maximizing tax efficiency is essential to your future success! Business owners often don’t realize that taxes can erode your finances significantly.
Corporate-owned life insurance can be the cornerstone of tax planning. With corporate-owned insurance, you can use it for tax minimization, succession planning including buy-sell and key person and for tax-deferred investment. As well, if you make your company the beneficiary of your policy, your company will receive the proceeds of your policy tax-free when you die.
Robust retirement planning is essential for any business owner. As much as you love your business, you don’t want to run it forever! We can help you plan for your retirement years and discuss various options available to you to fund your dream retirement – including private wealth management Individual Pension Plans, Retirement Compensation Arrangements, and selling your business.
