Business owners are used to doing the heavy lifting when it comes to building their dreams. But just because you have an entrepreneurial spirit, doesn’t mean you have to take on financial planning all by yourself.
Whether you’re expanding your business, investing your business capital, establishing a succession plan for your family or even selling your business to a new owner, a financial advisor can help ease the burden of financial planning, so you can focus on doing what you love.
At Windward, we have experience working with a variety of business clients -- including small business owners and freelance workers, and workers in seasonal industries like commercial fishing and wilderness guiding. With our expertise, we can help business owners add funds to their retirement, shield profits from taxes and add benefit packages for their employees.
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.
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