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Small Business Owner Financial Planning 

Let us Give you One Less Thing to Stress About

Creating a business from the ground up is no small task. There are many steps, stresses and obstacles that you must overcome to create your dream start-up. Here at TMG Wealth Advisors we strongly believe managing and worrying about your company's financial situation shouldn't be one of them. 


<strong>Why You May be a Good Fit</strong>

Why You May be a Good Fit

Business Financial Planning gives you the knowledge and support of our firm to help get your business on its feet and guide you through the different stages of business growth.

Following a business financial plan will help you: 

  • Focus on the parts of your business and life which are most important to you
  • Create reachable goals for your business and life that are attainable through investment strategies
  • Track the progress towards your goals 
  • Have a clear understanding of how specific financial decisions will affect your long term goals
Are You A Good Fit?
<strong>The Client/Advisor Relationship</strong>

The Client/Advisor Relationship

The Relationship

When running a small business, it's important to have professionals on your team that understand your needs. Working alongside you, we will incorporate all the moving parts of your personal and business financial lives to ensure that they are all working together giving you the highest probability of success.

What You'll Gain:

  • Guidance and support for business growth and decisions

  • Accountability when making financial decisions

  • Wise financial counsel and implementation

  • Direction through the stages of business growth


Make Us Your Advisor

Devising a Business Financial Plan

As a Business Planning Client you will receive a detailed and personalized Financial Plan addressing both your business and personal financial lives, which include (among others):

Wealth Management 

In your business and personal financial lives, everything is connected. We will review each of the moving parts and create a step-by-step plan of action to address them, so you have the highest probability of achieving your goals. 

Asset Allocation 

What's 'Your Number'? We use a powerful tool called Riskalyze to help identify whether your current portfolio is aligned with your personal risk. If they are misaligned, we will provide counsel to get you back on track.

Business Retirement Planning 
(Owners/Employees)

If you're self-employed, you have access to quite a variety of retirement plans - each of which has their own benefits and eligibility. We will examine your business and provide guidance for the one(s) that are most appropriate for you and any employees.

Exit strategies

When it's time to step-back from your business, what's your plan? Most business owners are so busy with the day-to-day that one of the most important questions never gets answered. Working through this conversation earlier is especially valuable so that when it's time, you're ready.

Insurance/ Risk Planning 

You've worked hard to build your business, and it's important to ensure that unusual events or risks don't jeopardize it. If there are potential risks, we'll identify them and discuss ways to protect against them.

Tax Reduction Strategies

Tax laws are always changing. Working with tax professionals, we can help identify and provide specific ideas for you to keep more of what you earn.

Business Coaching

Sometimes it's good to get an outside perspective on your business. A fresh set of eyes can often identify strengths and weaknesses that can be addressed to take your business to the next level.

Business Valuations 

What's your business worth? It's likely your largest asset. Working with professionals trained in valuations can answer that question - for future exit plans or personal interest.

Charitable Gifting Strategies

Some non-profits are especially important to you, there are lots of ways to exercise your charitable gifting. We will brainstorm with you and suggest tax-friendly options to allow you support those organizations that are important to you.

Client Centered

Client Centered

Our first priority is helping you take care of yourself, your family and your business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Get Started Today!

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