Business Owners

Building deep relationships with you and your family takes time and trust. As your Wealth Advisor, we combine the strength of our team members to help you manage your wealth – whether you’re living in retirement, planning on retirement or just starting out. AAA bus owner.jpg

We help business owners build financial strategies to help create personal wealth and grow their businesses. We can help you select a new retirement plan for your business or review your business’s existing plan. We’ll help you better understand the differences among retirement plan alternatives so you can choose the plan that makes the most sense for your business.

  • Traditional and safe harbor 401(k) plans – These plans may be best for employers who want to share in the responsibility of providing employees’ retirement savings and encourage employee savings.

  • Profit sharing plans – These plans help to motivate your employees and provide them with a way to identify with, and participate in, the firm’s profitability.

  • Defined benefit and cash balance plans – These plans help you build savings quickly and can help you meet financial goals for retirement.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Learn how we can help make your complex financial life easy.

Please email us if you’d like to talk.