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Business Owner Services

Strategic business planning seeks to help turn your life’s work into lasting value, supporting your legacy and your family’s future.

WEALTH MANAGEMENT

Your Business Deserves the Same Care as Your Portfolio

For business owners, personal and professional wealth are inseparable. We provide comprehensive business planning services that help perserve your company, coordinate your benefits, and align your business and personal financial objectives.

Business Planning SUPPORT

Custom-Designed Retirement Plans for Your Business

For business owners, personal and professional wealth are inseparable. We provide comprehensive business planning services that help perserve your company, coordinate your benefits, and align your business and personal financial objectives.

SEP IRAs

Simplified employee pension plans ideal for small businesses and self-employed individuals.

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401(k) Plans

The cornerstone of corporate retirement benefits, with employer and employee contribution flexibility.

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Solor 401(k)s

Designed for business owners with no full-time employees, addressing contribution potential.

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Cash Balance Plans

Hybrid plans combining defined contribution flexibility with defined benefit planning.

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Defined Benefits Plans

Traditional pension structures for businesses seeking tax-advantaged contributions.

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PROTECTION & STRATEGY

Protecting Your Business and Rewarding Key People

Business Protection

Unforeseen events can threaten the stability of your business. We design insurance strategies that help address the financial impact of disability, death, or disruption and support business continuity.

  • Disability insurance for business owners
  • Business overhead expense coverage
  • Buy-sell agreement funding
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Executive Benefit Strategies

Attracting and retaining key talent requires competitive benefits. We design executive benefit programs that align with your business objectives while providing meaningful value to your leadership team.

  • Key person insurance
  • Banking and lending services coordination
  • Succession planning and exit strategies
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Business Planning Integrated With Personal Wealth

Your business plan and your personal wealth plan should not be developed in isolation. We coordinate both, helping your retirement plan design support your personal retirement goals, your business protection strategy align with your estate plan, and your executive benefits complement your family’s overall financial strategy.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a business planning professional regarding their individual situation.

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Business Owners

Succession planning for small business owners provides a vision for the future, mitigating distractions and uncertainties.

Strengthen Your Business and Your Future

Let’s discuss how our business planning services can help perserve your company, coordinate your benefits, and align your professional vision with your personal wealth goals.

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Let’s Build a Smarter Future for Your Wealth

Whether evaluating your current plan or navigating a major life transition, we welcome the conversation.

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Our Locations

4860 Cox Road
Suite 200
Glen Allen, VA 23060

9220 Bonita Beach Road
Suite 200-12
Bonita Springs, FL 34135

Contact Us

Office: (855) 700-0032 Ed@strategicplanning.bizJohn@strategicplanning.biz