Financial Planning for Business Owners
Being a small business owner comes with the challenge of managing and growing your business while navigating the complexity of having a large amount of your personal wealth tethered to your company.
As small business owners ourselves, we are intentional about our culture, succession plan, liquidity, growth, communication, employee benefits, and time away. You understand this.
You know your business supports your own financial goals and also provides for your employees and clients. It is important to partner with an advisor who can help you integrate your business responsibilities with your personal financial plan.
In your role as a business owner, you likely face challenges with integrating your:
Employee benefits
Succession planning
Liquidity
How Timberchase Financial Can Help Business Owners
At Timberchase Financial, we have experience advising small business owners on their personal investments and financial plan, while providing direction on the business decisions that impact that plan.
This experience allows us to help you gain control of your resources so you can focus on following your passion. Being fee-only means that we are paid by our clients, not anyone else, so our loyalty is only to you.
We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. If you would like to start a conversation about how our CERTIFIED FINANCIAL PLANNER™ professionals may be able to help with your financial plan, please contact us.