If you’re looking for additional financial perspectives while running your business, we can help consult and implement strategies that benefit you and your employees while aiming to mitigate tax burdens. Potential vehicles for addressing and overcoming compensation challenges include executive compensation, defined benefit and contribution plans, and non-qualified deferred compensation.  We can also collaborate with you on lending and banking options that may make sense to access.

For many business owners, we know that your business and personal needs can often overlap in the wealth management realm. We work with you to understand your family needs, tax impacts, and more so we can coordinate a comprehensive plan that works with you in all areas of your life. We’ll also work with you and your existing team of legal and tax professionals to help ensure consistency.

To attract and retain your employees, many business owners know that having a comprehensive benefits package that includes employee retirement plan options can be impactful. We can take you through a discovery process to determine your plan goals, price points, and hopes for what you can provide your employees – then we’ll help lay out the options we think can best get you there.

As you plan for a business exit, we draw upon our team’s knowledge and the resources of Wells Fargo Advisors to ensure you understand your options while formulating a succession plan. Whether you’re considering options that include a transition to a family member, a fellow employee, or a third-party buyer, our team can equip you with the information you need to implant a plan that best suits your goals and helps protect the business in which you’ve invested your time and efforts.