Business Owner Solutions:

  • Employee Benefits
  • Executive Benefits
  • Merger/Acquisitions
  • Transition Planning
  • Entity Design
  • Business Coaching
  • Lending Solutions**
  • Cash Management
  • Risk Management

**Lending Services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James Financial Services.

Being a business owner means optimizing both your individual and business wealth, which require different strategies. Pisces Wealth Team offers specialized planning and new ideas designed to help maximize our client’s financial well-being of their enterprise and family – which includes building a legacy for the next generation.

What does a company retirement plan do for business owners? It allows them to prepare and save for their future, as well as reward faithful employees, attract new team members, and keep important staff members. Our team will help you select and manage the best fitting plan for you and your business. Then, our team will help you with annual reviews and plan education for your employees, provide investment recommendations, investment policy statement, and provider reviews.

Another way to obtain and retain valuable employees is by offering a competitive group employee benefits package. Benefit plans and regulations are continually changing, so our firm features a devoted team that specializes in every phase, from start to finish.

At some point in time, every business owner will eventually need to address the issue of finding a successor or selling their business. That decision may be far away, but it will need addressing. It is essential to have an exit strategy in place for when the time comes, as it impacts not only the company but your personal retirement and the family legacy as well. Will you choose to transfer ownership to family, employees, or an outside party? What happens if you become incapacitated by a health event or death? How will you draw money from your business in a tax-efficient way? Our team will help answer those questions and make the transition easy by creating a succession plan to serve as your exit strategy.

Explore Your Journey to Success