Business Financial Planning

The team at Barton Spector Wealth Strategies has extensive experience in assisting clients with their approach to business wealth management and business retirement planning.  Through our consultative approach, the team at Barton Spector Wealth Strategies works with business owners to help uncover opportunities and to keep you and your business on the path to purusuing your financial goals.

Financial planning is at the very core of the services that we provide to our clients – and our business owners clients are no different.  Business owners seek to maintain and grow profit margins, manage business assets and cash flow in a rapidly changing economy, and provide cost-effective benefits to the owners, managers and employees.  

The team at Barton Spector Wealth Strategies can assist you in the following areas of business financial and retirement planning:

  • 401(k) and Other Qualified Plan Setup and Maintenance
  • Simple and SEP IRAs
  • Buy/Sell Strategies and Key-Person Planning
  • Comprehensive Risk Assessment
  • Tax Planning Strategies

For tax advice specific to your situation, it is best to consult with your tax advisor.  

Contact Barton Spector Wealth Strategies today for a complimentary review of your business financial plan.