Broker Check

Watch Our Response to COVID-19

Savvy Financial Planning for Business Owners

As business owners, we relate to the needs and demands of many CEO’s, professional practices, and family-owned special interest companies. In this capacity, we provide several tax-advantaged strategies that coordinate with our clients' lawyers, accountants as well as world-class professionals and financial institutions. Retaining wealth is a primary focus while facilitating expansion or succession for many families.

Estate Planning

A will or family trust is not enough to ensure the proper transfer of your business after death. Our team of tax and financial planners can set up the appropriate estate plans that can benefit you and your family. We offer professional advice that:

  • Seeks to reduce estate taxes
  • Seeks to provide liquidity for tax payments
  • Helps to ensure business continuity

Retirement

As much as you love your business, the truth is it's not a retirement plan. At some point, you won't continue working in your company. Typically, business owners require significant funding for retirement. Fortunately, there are several tax advantages that make saving for retirement much easier.

Investments

A business is a primary or sole investment for many entrepreneurs. Unfortunately, this ties up too much money into one asset. Portfolio diversification can be a better approach. Investing in other assets can help offset the risks associated with a business-only investment.

Retain Your Wealth

Manage the risks of business ownership with a customized wealth management solution for your retirement, estate and investment plans. The Astorino Financial Group offers a comprehensive suite of services designed to help preserve and enhance your wealth. Contact us today to learn more.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy can ensure success or protect against loss.