How We Serve Family Businesses

Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.

As proud members of the fiduciary planning community, we are committed to putting your interests first.

Objective Advice for Family Business Owners

Business ownership has the potential to yield tremendous personal, professional, and financial rewards. As any successful business owner knows, these unique benefits are often accompanied by layers of time-consuming financial complexity that can distract from the bigger picture. That’s why so many business owners rely on a team of financial experts to achieve clarity and save time. At The Planning Center, we draw upon decades of experience to effectively meet the unique financial planning needs of family business owners.

The needs of family businesses tend to vary significantly from one to the next. Fortunately, we’ve seen a lot over the years. We have the expertise and experience to help you make key decisions today that will have a meaningful impact for generations to come.

Risk Management

Risk comes in many forms for family business owners. Common sources of risk include conflict/communication breakdowns, loss of key employees, regulatory burdens, incomplete exit planning, and more. A comprehensive, dynamic approach is needed to manage all of this effectively. We can help you to determine which risks are most relevant to your business today, anticipate those that may pose a threat later on, and establish strategies to protect what you’ve worked so hard to build. We act as thinking partners, facilitators of difficult conversations, and fiduciary financial experts to help you navigate the risk management challenges inherent to your business.

Tax Planning

The financial rewards of business ownership can be substantial. Unfortunately, this success often comes with an increase in tax liability and unwanted planning complexity. This is why so many business owners rely on a team of trusted tax professionals to save time and make informed decisions. The Planning Center’s tax experts are here as your go-to resource for advice on compensation structure, retirement plan design, legislative changes, exit planning, and more.

Transition Planning

Family business ownership is more than just a career. It’s a source of identity, a way of life, and an important connection to community. This is part of the reason why first-generation business owners often struggle to plan for their own transition into retirement. Whether you’re preparing to hand the business over to the next generation or contemplating selling to an outside party, the decisions you face are wrought with emotional and financial complexity. Your trusted thinking partner and fiduciary advisor at The Planning Center is here to help create a purposeful transition plan that feels right and ensures your financial security in retirement.

Case Studies

Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.

Case Study 1

As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.

Case Study 2

Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process

Case Study 3

12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.

Whether you are beginning your career, approaching retirement, or somewhere in the middle we have solutions to help you make the most of your income and working years.

As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.

No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.

Certified Financial Planner | The Planning Center

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.