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For Business Owners

Business owners face unique challenges including cash flow management, employee benefits and retirement plans, insurance, tax and succession planning, just to name a few. And, as their personal and business situations are intimately linked, their personal success depends heavily on the economic viability and success of the business.

At the Davis Financial Group, we work closely with our financial planning clients who are business owners to help them maximize their resources, protect themselves and their business against risks, and ultimately, help them—and, often, their employees—prepare for retirement and a successful exit from—or transference of—the business.

As long-time entrepreneurs ourselves, the team at the Davis Financial Group has deep experience, specialized expertise and a wide array of services to help business owners and professionals plan and coordinate their financial affairs for maximum results.

Through our comprehensive planning process, we help you carefully plan for specific risks that affect business owners such as interruption of a business due to a death or disability. We also address insurance for key personnel, develop employee retainment strategies, or create buy-sell plans between you and your business partner(s) or successors.

Business owners also need to protect themselves against having assets too concentrated in their business, and not holding enough diversified assets to offset such concentrated risk. We can help you take advantage of ways to save for your retirement that are not available to non-business owners.

You’ve worked hard to get where you are today.  We understand your business is a personal reflection of you, your values, your hopes and dreams for both you and your family, and that business owners need more sophisticated financial planning strategies to ensure business continuity after their death, to reduce estate taxes, and to provide liquidity to their heirs.

At the Davis Financial Group, we are committed to helping you succeed.  Here, you will find a dedicated partner to help you manage your financial priorities, needs and goals.  We offer a wide variety of products and services that can help you prepare for retirement, protect your business and potentially decrease your tax obligation.

These services include:

  • 401(k) plans
  • Defined benefit plans
  • Deferred Compensation Plans
  • Insurance (key-person and buy-sell agreements, disability and business overhead protection)
  • Pension and profit sharing plans
  • SEP IRAs
  • SIMPLE IRAs

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