Business Owners

As a business owner, you have achieved success by managing your business your way, down to the last detail—and by knowing when to engage with professionals on critical topics such as legal advice and accounting. What about financial planning? From cash flow management to estate planning to retirement and succession planning, the right financial advisory firm should develop a plan to help you ensure the future you want for yourself and your family.

FJY’s approach for business owners includes several key components:

Planning for Business Owners
We can help you understand the implications of business decisions and how those decisions impact your personal financial situation. We are a resource for business issues such as investing, selling interest(s), bringing on new partners, and succession planning. We manage 401k or other retirement plans for small businesses. We have relationships with professionals specializing in the legal, insurance, and tax needs of owners.

Addressing the Ups and Downs of Life
Everyone experiences life events, from the birth of a child to care of a family member to the death of a loved one and many issues in between. We want to be one of the first calls you make when life events happen. We help you think through the issues and determine what needs to be done.

Managing Cash Flow
From day-to-day spending decisions to those related to company liquidity needs, business opportunities or large purchases, we help you manage cash. We help develop a plan, implement that plan, and if necessary, provide accountability.

  • Clients – Quote

    It feels right to delegate our financial planning and investments - to let the experts handle them.

    The quote above is typical after we meet with a business owner or entrepreneur who takes a hands-on, “do-it-yourself” approach to things and doesn’t see the need for using an outside financial advisor.

    We’re not saying everyone should use a financial advisor—but we are saying that almost everyone can benefit from learning more about the process and what it can achieve.