Financial Advice for Business Owners

Financial advice for business owners is often two-sided: personal financial advice and advice for the business.

Business owners have access to a lot of financial tools that employees don’t. This is a great advantage; however, it also can be overwhelming. Solid financial advice can relieve this.

A Financial Advisor looks at where you are today, helps you determine where you want to go, and then develops a financial plan to ensure you get there. This plan determines your short-, medium-, and long-term financial goals and how you can reach them — both for you, personally, and for your business.

Why work with a financial security advisor?

    • Worry less about money and gain control.
    • Organize your finances.
    • Prioritize your goals.
    • Focus on the big picture — running your business successfully.
    • Save money to reach your goals.
    • Pay less income tax (seriously!)

For a business owner, personal and business finances are connected. Therefore, both sides need to be incorporated into your financial plan.

What does financial advice for a business owner include?

There are two main factors when it comes to business owners’ finances: Growth and Preservation.


  • Cash management — managing cash and debt
  • Tax reduction planning — finding tax efficiencies
  • Retaining and attracting key talent


  • Investment — either back into the business or outside of the business
  • Insurance planning and risk management
  • Corporate tax strategies
  • Passive Income tax-sheltering strategies
  • Succession/Exit planning

What does personal financial advice include?

There are two main sides your Financial Advisor needs to address: Accumulation and Protection.


  • Cash management – Savings and debt
  • Tax reduction planning
  • Investments


  • Insurance planning
  • Health insurance
  • Estate planning

What’s the process?

Your Financial Advisor will:

  • Establish and define the advisor-client relationship.
  • Gather information about your current financial situation and goals, including lifestyle goals.
  • Analyze and evaluate your current financial status.
  • Develop and present strategies and solutions to achieve your goals.
  • Implement the recommendations.
  • Monitor and review the recommendations and adjust when necessary.

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Next steps…

  • Contact me to begin the process to help ensure that you achieve your lifestyle and financial goals.
  • Feel confident in knowing you have a plan to reach your goals.

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