Ultimate Business Owner Plan

You’ve created a successful business. The tough part is developing the right financial strategies to protect what you’ve built and to ensure you’ll be able to enjoy yourself along the way and at retirement. Even harder is knowing what are the right strategies for you and your unique goals and situation.

That’s where we come in. We help people just like you structure your Ultimate Business Plan that gives you the peace of mind and feeling of accomplishment you’ve been craving.

Step 1: We invest 45 minutes understanding where you are and where you want to go with your life and your business. This step is critical and often overlooked.

Step 2: We help you discover the key strategies used to minimize your taxes, protect your business and your loved ones from threats and find out where you may not be leveraging the greatest asset you will ever own, YOUR BUSINESS, to provide maximum benefits for you now and in the future.

Step 3: Together we design your Ultimate Business Owner Plan. We layout our step-by-step process for you to get what most business owners are not aware of: The power of a comprehensive financial strategy like this. We’ve been working with high income, high net worth business owners for more than 25 years to develop this process so you can focus on what’s important to you–running your business and spending time doing what you love with the people you care about.

Make sure to see the Financial Pyramid

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Solutions for Business is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Financial Solutions for Business, PartnersFinancial, or any other entity listed. Kestra IS and Kestra AS do not provide tax or legal advice.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000FINRA Broker Check