Financial Planning Insights
Expert guidance on insurance, retirement planning, and business protection from our team of licensed financial advisors.
Latest Articles
🛡️ Your Health Insurance Game Plan: A Clear Guide for Small Business Owners with Fewer Than 50 Employees
Running a small business means making smart decisions—not just for your growth, but for your health too. This guide breaks down the top health insurance options available to business owners with fewer than 50 employees, including ACA Marketplace plans, QSEHRA, ICHRA, and SHOP plans. Learn how each choice impacts your taxes, supports your team, and protects your income. Whether you're solo or scaling, discover how to build a health insurance strategy that fits your business—without the overwhelm.
3 min read
Understanding Key Person Insurance: Protecting Your Business's Future
Key Person Insurance is essential for businesses that rely on a few critical team members. This insurance provides financial protection if a key person passes away or becomes disabled, helping to ensure business continuity and stability. Learn how it works, who should consider it, and the different types of coverage available to safeguard your business’s future.
4 min read
How to Access Capital for Business Growth: A Guide for Entrepreneurs
Accessing capital is crucial for business growth, but navigating the various options can be challenging. This guide explores self-funding, bank loans, SBA loans, angel investors, crowdfunding, grants, and trade credit, providing entrepreneurs with a comprehensive overview to help choose the best strategy for their unique needs.
4 min read
How Disability Insurance Can Safeguard Your Business in Times of Crisis
Disability insurance is crucial for business owners, providing financial protection if you become unable to work due to illness or injury. It helps cover personal and business expenses, maintain operations, and protect your business's future. Learn how different types of disability insurance can safeguard your business during times of crisis and ensure continuity even when unexpected events occur.
4 min read
Life Insurance for Business Owners: A Crucial Component of Your Financial Plan
Life insurance is a critical tool for business owners, providing financial protection that extends beyond personal coverage. It safeguards your business, supports debt repayment, ensures continuity through key person protection, and facilitates succession planning. Learn how different types of life insurance policies can help protect your business, family, and legacy.
4 min read
Top 5 Financial Strategies Every Small Business Owner Should Know
Managing finances effectively is crucial for small business success. This blog post outlines the top five financial strategies every small business owner should know: maintaining a strong cash flow, separating personal and business finances, investing in the right insurance, building an emergency fund, and planning for retirement and succession. These strategies help ensure long-term stability and growth.
3 min read
Ready to Plan Your Financial Future?
Schedule a free consultation to discuss your goals with a licensed financial advisor.
Get Started Today