Business Owners

Unlock the Full Potential of Your Accomplishments

Our mission is to help you navigate the intricate landscape of financial planning with ease, so you can channel your energy into what you do best – running your business. We offer a comprehensive range of financial services designed to cover all aspects of your financial life, ensuring that you have the support you need to safeguard and grow your wealth.

Services for business owners and Entrepreneurs

Comprehensive Financial Planning

At FAS, we recognize that comprehensive financial planning is the cornerstone of success for business owners. Our expertise lies in crafting personalized solutions to mitigate risks, consider tax smart strategies, and secure your retirement after business exit. Your unique needs and aspirations are at the core of our approach and our team can assist with various avenues of your financial plan so that you may forward in confidence that your future is secure.

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Business Services

We understand that your business is more than just a venture; it’s your legacy. When the time comes time to exit, our dedicated team is here to ensure a smooth and profitable transition. While you’re still actively engaged, we offer guidance in selecting the most suitable tax-advantaged retirement plan for your unique situation. Whether you’re considering a 401(k) Plan, Defined Benefit Plan, SIMPLE IRA, SEP IRA, or a Solo 401(k), we can help you navigate the complexities of these options, allowing you to focus on running your business while securing a financially sound future for yourself and your employees.

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Investment Management

We understand that having a substantial portion of your wealth tied to a single asset, your business, can increase concentration risk. For business owners in particular, effective investment management requires careful consideration of various factors. Diversification across asset classes helps mitigate risk, and aligning investments with risk tolerance and time horizon is essential. Maintaining a robust emergency fund ensures financial stability, while strategic retirement planning involves exploring tax-advantaged accounts. We help you stay attuned to economic cycles, integrating our investment strategy with your business exit plan. With regular portfolio reviews, liquidity planning, and family succession planning we help ensure seamless integration of all aspects of your wealth.

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Estate Planning

Estate planning is essential in ensuring a seamless and orderly transition of your assets, safeguarding both your business and personal interests. Whether you’re considering a Trust for a smooth asset transfer, or a robust business succession plan, our team is well-versed in tailoring strategies to your unique needs. We also recognize the importance of addressing tax implications and regularly assessing the value of your business. Let us help you navigate the intricacies of estate planning, providing peace of mind that your legacy is secure and your business will continue to thrive, even in times of transition.

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