Broker Check

Business Owner/Self-Employed

As a business owner, your personal wealth is tired to the financial health of your company.

We understand your business decisions can impact your future financial security.  

At the Financial Center for Women we work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and succession planning.

We are always mindful of your personal financial goals and dreams. 

  • Evaluate current holdings and look for opportunities to increase returns on cash accounts
  • Develop protection strategies for owner and key employees
  • Analyze current employee benefits and provide options if needed
  • Evaluate and provide recommendations on business succession, exit planning and resources for business valuations.
  • Coordinate and collaborate with your other advisors, such as your accountant and attorney
  • Act as a catalyst to implement the plan and get things done
  • Provide workplace educational programs

Have a Question?

Thank you! Oops!