Business Owners

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Working the typical 9 to 5 job was not in the cards for you.  You wanted to be your own boss and call the shots.  However, being a business owner can present unique financial challenges and hurdles that many other people do not face.   It can also provide unique opportunities.

As a business owner, you are not only responsible for your personal finances, but you are also responsible for the finances of your business.  At Forteris Wealth Management we partner with our business owners to take on the burden of not only their personal finances, but their business finances as well.  By delegating the heavy lifting of business and personal finances to us, you can get back to what matters most to you.

Retirement Planning as a Business Owner

Retirement planning often involves saving in a qualified retirement plan.  As a business owner you need to select and administer a retirement plan for you and your employees.  What plan meets the needs for you and your employees?  How does this impact your overall retirement picture?  How should you allocate your investments within the retirement plan?  These are all questions every business owner faces and we can guide you through.

Succession Planning

You have worked hard to grow your business and poured your heart and soul into your business over the years.  However, you can see the light at the end of the tunnel, and now the time has come to move on.  Often, the greatest mistake a business owner can make is not properly planning for the sale of their most valuable asset.  Improper planning can leave precious dollars on the table or could lead to excess taxes paid on the sale of a business.  When the time comes, we are here to help you create a succession plan that not only allows you to unlock the most value from the sale of your business, but also helps ensure you are handing over your life’s work to the right people.

Read more about our approach to Wealth Management.