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Business Owners Have Unique Needs

A Financial Plan for the Business Owner

Your business is an asset.  Is it optimized to best meet your needs?

Schedule Your Free, No Obligation Consultation Today
Designing Your Start Up Retirement Plan

Designing Your Start Up Retirement Plan

Maintaining a 401k plan can be expensive!  Did you know that there are other options that often make more sense for businesses looking to start up a retirement plan?  I can help ensure that the retirement plan in place fits your needs today and will evolve with your business, helping you mitigate the pain of taxes both now and in retirement.  Need a second opinion on your retirement plan options?

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Protection for the Business Owner

Protection for the Business Owner

What would happen if...?  Within the framework of a comprehensive plan, I'll help make sure that both your beneficiaries and your business has adequate protection.  If insurance solutions are needed, as an independent broker I can put in a solution customized to fit your needs.

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Cash reserves earning 0 to nothing!

Cash reserves earning 0 to nothing!

Maybe I can help?  Making informed decisions around cash on hand may help you towards a more optimized investment portfolio.  


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How Long You Gonna Do This?

How Long You Gonna Do This?

All businesses need a succession plan.  Fitting a business sale into a comprehensive financial plan may allow for tax savings and cash flow flexibility that you can evaluate prior to inking any deal.  

Rotary Club of Golden

Rotary Club of Golden

I've been a member of Golden Rotary since 2013.  If you are a business owner looking to give back and work or reside in the Denver West area, you should consider joining us for breakfast some Tuesday!

Learn More about Golden Rotary!
West Metro Chamber of Commerce

West Metro Chamber of Commerce

The West Chamber has been a great resource for meeting people, and lately they have been doing a great job of disseminating crucial information and resources.  I've been a member of the West Chamber since 2014.

Check out the West Chamber!
West Side Business Builders

West Side Business Builders

The West Side Business Builders is a group of business owners focused on networking and helping to grow each other's business.  What an amazing group of people.  Are you a business owner looking to grow?  Check out WSBB!

Learn more about WSBB

Waddell & Reed is not affiliated with and does not endorse any other entities referenced.  (10/20)