Invement Management Texas Certified Financial Planner CFP Best Private Wealth Management 401k SEP Business owners Simple PlanBusiness Owners

The reality of running an enterprise often blurs the line between personal and business finances. As entrepreneurs ourselves, we understand the inherent risks and challenges associated with business ownership. We provide business owners with wide-ranging solutions to address wealth management needs at every stage of the business lifecycle, from employee retirement plans and asset protection strategies to succession plans.

The goal of our advisory partnership is to simplify and contextualize the full financial picture so that clients can make informed and timely decisions and focus their energy where it matters most—making their business a success for themselves, their family and their valued employees.

Our retirement planning strategies focus on minimizing expenses while providing participants with a robust selection of investment options. This mix of efficiency and effectiveness helps our business owner clients attract and retain top talent while helping their employees prepare for retirement.  We offer a full range of retirement plan solutions for business owners:

  • 401(k) plans
  • Profit Sharing Plans
  • Defined-Benefit Plans
  • Non-Qualified Deferred Compensation Plans

Our retirement plan consulting services focus on helping plan sponsors determine whether their current plan meets their business objectives and understand and fulfill their fiduciary responsibilities. In addition, we are committed to working with plan sponsors to educate participants on planning for a successful retirement.

Business owners also face a unique set of wealth management challenges themselves. While the business is likely their most significant asset, the daily operational demands often make it difficult to plan ahead and tap into its full value to fund their retirement.

In addition, as entrepreneurs, business owners face a large amount of risk. We guide our clients through a risk identification process and provide education on strategies to help mitigate the impact of risk on their goals.

For business owners looking for a succession plan, we offer long-range business planning solutions to assist in the evaluation of viable strategies to help ensure an on-time transition into retirement.


No matter what growth stage your business is in, contact us today to design your comprehensive business planning strategy.