Often a business owner’s most valuable asset is the business itself. Your personal finances are inherently tied to your business finances. Our role in your network of professionals is to illustrate how your business planning ultimately impacts your personal finances.
With all of the opportunities afforded to business owners, making the most of what is available here is a proven strategy for financial independence.
Through our advice and through the services of our professional network, we can help you plan for and manage these challenges as efficiently as possible.
We are able to leverage our expert network of business and estate attorneys, accountants, third party administrators, bookkeepers, business coaches, exit planners, bankers, and more to your advantage.
As a financial planning or wealth management client of Areté Wealth Strategists, we can help you choose, design and manage the right retirement plan for your business.
There is no ‘one size fits all’ retirement plan. We consider what fits given your entity type, the number of owners, the profitability of your business, the predictability of those profits, your savings potential, the number and age of your employees, as well as your financial goals.
We can provide participant education and assume 3(38) fiduciary investment management responsibilities for your company’s 401(K) plan. Custom designed and managed plans offer considerable tax-deferral and savings opportunities.