Wealth Management for Small Business Owners
When running a small business, you wear many hats. AOG Wealth can help with business owner wealth management and help you balance those hats. We can help you determine the type of entity to select when establishing your small business such as an LLC, Sole Proprietorship, S-Corporation, C-Corporation, etc. Once your business is up and running, you might want to think about how to save for retirement in a tax-efficient manner for your family, your small business, and your employees. Setting up a retirement plan such as a 401(k)-plan combined with a Cash Balance Pension Plan can provide significant tax benefits to you as a small business operator but also provide an excellent perk to your employees in attracting and retaining key talent.
Small Business Tax Services in Reston, Virgina
Think of AOG as your quarterback. First, we evaluate your situation and discuss different options and their benefits. We then coordinate with the players on your financial fields like CPAs, actuaries, and account custodians to make sure everything is established and maintained properly. AOG Wealth will manage your accounts and help define an investment strategy for the goals of your small business and your family.
Financial Planning for Small Businesses
As an owner or an entrepreneur, we understand financial planning for small businesses can add an extra layer of complexity. Fortunately, there are many ways to save for your personal retirement that could also provide a tax benefit to your company. There may come a time when you want to sell your business and would need to determine the best exit strategy. AOG Wealth Management will run several scenarios to find the option that works for you.
Contact AOG Wealth Management
Give us a call or send us an email if you want to learn more about business owner wealth management in Northern Virginia.
DISCLAIMER:
AOG Wealth Management is a Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including form ADV Part 2A filed with the SEC, can be found at AOGWealth.com. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary.