Planning for business owners
Retirement plans, owner pay and the years before and after a sale.
Owners often have most of their net worth in one company and a patchwork of accounts. We map the whole picture, then set up retirement plans that fit your payroll and cash flow.
If a sale is two to five years away, we plan the tax years around it, line up where the proceeds will go and write the income plan for life after the business.
Who it is for
Owners of companies with 5 to 100 employees
Included
Solo 401(k) or cash balance plan design, owner salary and distributions, sale proceeds planning, buy-sell funding
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
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Fairwood