Which retirement plan is best for my business?

The right retirement plan depends on your business size, structure, and long-term goals. We help you compare options like SIMPLE IRAs, SEP IRAs, and 401(k) plans to find the solution that fits your needs—whether you're focused on ease of administration, contribution flexibility, or employee benefits.

How does tax planning factor into business financial strategy?

Tax planning is a key part of your overall business strategy. We help coordinate with your tax professional to evaluate contribution timing, deferral opportunities, and other strategies to support long-term financial efficiency. Tax planning includes all types of taxes, including income, payroll, and FICA. This service helps you reduce these taxes through planning strategies and investment into your business. We work to maximize the dollars that go into your pocket or the business.

What is succession planning, and why is it important?

Succession planning is planning to hand off your business to the next generation of owners. This could be children, key employees, a competitor, or private equity. There are many options when transitioning out of your business. We not only want to maximize the value you have created in your business, but also make sure your exit aligns with your values and goals. Some of these strategies take a few years to execute, so it is better to start planning five to 10 years from the exit rather than the year of.

Can you help align my business and personal financial plans?

Yes. As part of a comprehensive financial planning approach, we help business owners create strategies that connect business performance with personal wealth planning, retirement readiness, and legacy goals.

Business Planning

Supporting Your Business Goals

Strategic Planning for Business Owners at Every Stage

Running a business requires more than day-to-day operations—it calls for thoughtful, long-term financial planning. At Financial Strategies Group, we work with business owners across industries to build strategies that support retirement planning, tax efficiency, and long-term transition goals. Whether you're just getting started or preparing to hand off your business to the next generation, our team helps ensure your personal and professional finances work together.

Speak with an Advisor

Business Retirement Plans

We offer guidance on setting up and managing business retirement plans, including SIMPLE IRAs, SEP IRAs, and 401(k) plans. These solutions can help attract and retain talent while supporting your own long-term financial goals.

Business Tax Planning Strategies

Our team helps you incorporate tax considerations into your overall financial plan. From income deferral strategies to contribution planning, we’ll work with your tax professionals to build efficient, well-structured financial plans.

Business Succession Planning

Succession planning helps protect the future of your business and your legacy. Whether you're planning a transfer to family, key employees, or an external buyer, we help you prepare a clear, thoughtful strategy that aligns with your timeline and long-term vision, all while maximizing the value of your business

FREQUENTLY ASKED QUESTIONS

Get Clarity on Our Services

Which retirement plan is best for my business?

The right retirement plan depends on your business size, structure, and long-term goals. We help you compare options like SIMPLE IRAs, SEP IRAs, and 401(k) plans to find the solution that fits your needs—whether you're focused on ease of administration, contribution flexibility, or employee benefits.
How does tax planning factor into business financial strategy?

Tax planning is a key part of your overall business strategy. We help coordinate with your tax professional to evaluate contribution timing, deferral opportunities, and other strategies to support long-term financial efficiency. Tax planning includes all types of taxes, including income, payroll, and FICA. This service helps you reduce these taxes through planning strategies and investment into your business. We work to maximize the dollars that go into your pocket or the business.
What is succession planning, and why is it important?

Succession planning is planning to hand off your business to the next generation of owners. This could be children, key employees, a competitor, or private equity. There are many options when transitioning out of your business. We not only want to maximize the value you have created in your business, but also make sure your exit aligns with your values and goals. Some of these strategies take a few years to execute, so it is better to start planning five to 10 years from the exit rather than the year of.
Can you help align my business and personal financial plans?

Yes. As part of a comprehensive financial planning approach, we help business owners create strategies that connect business performance with personal wealth planning, retirement readiness, and legacy goals.