SMART SOLUTIONS FOR BUSINESS OWNERS

 

As a business owner, your business is likely a significant part of your wealth building plan. Commerce Financial Advisors understands and that is why we help business owners with everything from business investments to succession planning.

 

Just like in your business, achieving your financial goals isn’t likely to happen without a plan. Your Financial Advisor will:

  • Work with you to identify your business’s financial goals and needs

  • Analyze your current investments

  • Create a customized strategy that meets your business’ specific goals

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Support for business owners and key executives

  • Employee Benefits - Develop customized retirement plans to attract and retain employees, including SEP IRAs

  • Business Succession Planning- Ensure the future of your business with business succession planning

  • Investment Planning - Review your individual and business investment strategies to verify your goals are on track

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Learn More about small business solutions from a commerce financial advisor

 

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