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31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967


Business Owner Services

Being a business owner is more than a full-time job, it's a lifestyle choice. Those who do it well embrace every aspect of the experience and the responsibility. Many of the business owners we work with rarely take the day off, often can be found working on the weekend, and are always looking for the next opportunity to expand or diversify. That's why it is not surprising that most business owners have an innate fear of relinquishing control in the most meaningful aspects of their lives - their business, their family and their finances.

We specialize in helping successful business owners create financial balance and purpose, driven by their own vision of the future. Business owner planning is very different than traditional personal financial planning, and thus brings to the forefront a whole new universe of financial opportunities for affective change that can drive the business, the owner and their family to new levels of success.

From necessary partnership agreements and golden handcuff contracts, to the complex transfer of assets to family members outside of the enterprise, we specialize in financial planning for the unique circumstances that face every business owner at every stage of their business development process.

Designing and managing retirement plans for your employees poses complex challenges and risk. Your plans must meet employee expectations, but also follow specific fiduciary procedures as mandated by the Employee Retirement Income Security Act (ERISA) and the Department of Labor. We can help you understand your fiduciary responsibilities, recommend a suitable recordkeeping platform and investment line-up, provide quarterly reporting to help you review performance and costs, and educate your employees in making informed investment decisions.

It is our goal to simplify the business owner planning process to its essence empowering business owners that work with us to do what they do best, make sound and appropriate decisions to move their enterprise and their financial situation forward.

Services in this area include, but are not limited to: