Complete Financial Solutions for
Business Owners
In most cases, businesses are a family or individual's most significant asset, and we are here to help you protect the entirety of that. You want your business to grow to support not only your dreams but those of staff or future generations. But, there are many moving pieces, risks and complex financial formulas associated with business planning.
At JRB Wealth Management, our advisors can help manage your business financial plan to help you promote growth so you can focus on reaching your future goals.
- Our complete business planning focuses on simplifying and managing financial issues specific to business owners and shareholders
- Experienced wealth advisors understand your headaches with a plan to make money management seamless and supported
- Focus on what matters, while we offer concierge-level support to help reduce loss, risk and grow your business with the right management methods
Corporate Planning
Our experienced wealth advisors will get to know your business and treat it as our own. We’ll help coordinate the management of your business throughout its lifecycle with:
Risk Management
Business risk management identifies your options for handling these risks based on the type of business, the state you choose to do business in, as well as how you manage your business, your human resources, and your taxes.
Executive Compensation
Depending on the size of your business, employee equity compensation can vary and include both cash and non-cash approaches. We’ll help you structure all of it, including insurance benefits, stock options and more.
Succession Planning
If you’re ready to move your business, we can offer succession planning to transition a business from an existing owner to a new owner. We’ll explore the best ways to plan for the transfer based on your business type and industry.
Retirement Planning
Business owners or executives may have access to other tax-advantaged retirement savings opportunities. Non-qualified executive compensation provides retirement income—and, in some cases, other benefits to employees.
As Owners, We’ve Been There
Business owners have big dreams, so let us help you plan to manage all the financial aspects to focus on growth.
Your business is everything to you and your family and generations to come. So rely on a team of advisors who know what financial issues and questions you’re facing. Rely on our experience, skills and ongoing education to help filter out financial noise, so you can focus on business.
