Financial Services for Business Owners
Business owners have unique financial planning challenges and require an adviser with in-depth knowledge of taxation, business valuation, investments and financial planning. If your investments are with a financial adviser who does not specialize in solving the financial challenges of business owners, you may be missing out on significant wealth planning opportunities.
A business owner's portfolio normally includes real estate, investments and business value. In most cases, the business value is very significant and the least liquid, making it the most risky asset in the portfolio. Through our Wealth Management Consultative Process, we help you to solidify, enhance and eventually liquidate the value of your business. The more significant the business value is to your portfolio, the more important this is to your financial future.
Exit Planning is the process of converting business value to other assets in the portfolio. Although each plan is unique, a properly crafted plan will begin by exploring the answers to three questions.
We utilize a Nobel Prize Award Winning Passive Investment Philosophy for our Investment Management clients. Investment Management is one part of our Wealth Management Consultative Process, designed to protect, preserve and enhance client wealth both inside and outside the investment portfolio. We have been a Washington State Registered Investment Advisory firm since 2006.