Small Business Owners

Tired of not only being the Owner, the Customer Service Agent, the head of HR, the VP of sales, and now
…Financial Planner?

As a fellow business owner, we know your time and resources are precious.  Unfortunately, often times, important personal and benefit planning is shelved at the expense of pressing business needs. If you’ve wanted to do more but haven’t been able to…you’ve come to the right place.  We specialize in consulting small businesses and HR professionals by providing unbiased advice on the following topics and more…

  • 401K and Retirement Plan Design, review and Implementation
  • Business Continuation Planning including Buy/Sell Agreements
  • Group Life and Disability Insurance
  • Employee Educational Workshops Program

As a business owner, you have a lot on your plate.

Let us lighten your load so you can do what you do best…growing your company!

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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