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Financial Planning

That's Created for Business Owners

Whether you just opened your first business or you have owned your business for many years, bringing on a financial advisor can help you navigate the many financial stresses that come from owning a business. From saving for retirement to ensuring your family is taken care of in case of an emergency, our financial advisors are here to make your life—and your finances—better.

Financial Planning That Gets Down to Business

Since our founding in 1985, we have helped businesses of all sizes and from all backgrounds—some have no employees, some have many; some are raising families, some are dreaming of retiring soon. Because every business owner’s story, background, and financial goals are different, we take the time to get to know the person BEHIND the business. By doing this, we are able to create a financial plan that best suits each business owner’s needs.

Female Business Owners
You Focus on Making Your Business Dreams Come True—We’ll Focus on Creating Plan to Help Make Your Financial Dreams Come True
Food Truck Owners

As a business owner, you most likely wear a lot of hats. Between managing employees (if you have any), building your network, making sales, and handling operations, there’s a lot you need to focus on in order to make your business succeed. While retirement and insurance plans, risk management, investments, and financial planning are all important, we believe you shouldn’t have to waste your time and energy worrying about them—that’s where we come in.

Join the CFP Family

If you own a business, the financial services our advisors provide include, but are not limited to, the following:

Woman in an Office

Choosing a Retirement Plan That Best Serves You AND Your Employees

The financial advisors here at Creative Financial Planning will take your retirement goals, business size, and other factors into consideration before providing you with the choices that best fit your situation. They will then assist you with implementing the most suitable option and help you set a realistic retirement date that you can plan for.


Taking Advantage of the RIGHT Tax Savings Opportunities at the RIGHT Time

At the end of every year, there are strategic choices business owners can make in order accelerate expenses and save money in the future. For instance, if you’re an independent contractor, you can ask your boss to send your last check in January rather than December; if you need to buy equipment, you should do so before the year ends. Our financial advisors will provide you with the guidance you need to make the smartest decisions for you and your business. 


Investing in the Appropriate Life Insurance Plan

While everyone should invest in life insurance, if you’re a business owner and the sole provider for your family, then investing in a life insurance plan is crucial. Because there are so many plans to choose from—and deciding on how much to invest in this each month can be confusing and overwhelming—we will guide you through the decision-making process. And because life is unpredictable, and may require you to adjust your plans to unforeseeable life events, we’ll help you adjust your plan to ensure it’s always satisfying your current needs. 


Diversifying Your Investments

When it comes to diversifying investments, business owners should heed caution and consider a variety of factors, such as:

  • How old your business is

  • Your financial goals

  • Your taxes

  • Your family situation

  • Why you’re diversifying

With a Creative Financial Planning advisor on your side, we’ll do the heavy lifting: gather data, research finances, and choose the appropriate investments for you and your business.

If you’re ready to take your finances—and your business—to the next level, then give us a call at 845-634-6050 today or click here to schedule a complimentary consultation with one of our financial advisors today!

Fixed insurance products and services offered through Creative Financial Planning or CES Insurance Agency.

Let’s begin our journey together.

Schedule your complimentary consultation.

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