Business Owners:

Running a business requires strategic planning to overcome roadblocks to success. We understand that as a business owner, you concentrate much of your energy on growing your business, meeting customer needs, and managing your employees. Finding the time to take care your personal finances can be a challenge.  

SPFA advisors can work with you to design financial solutions that unite your business objectives with your personal financial goals.  At SPFA, you have access to an array of financial programs designed for small business owners, including:

    • Customized wealth management services to coordinate every aspect of financial life
    • Tax planning and advisory services
    • Advanced employer retirement plans to accelerate retirement savings and minimize taxes
    • Business succession planning
    • Professional round-table meetings to collaborate with other advisors