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WHY FEE-ONLY
  • No product sales
  • No commissions or referral fees
  • No conflict of interest
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Contact us today to schedule your complimentary, no-obligation Get Acquainted call.


FINANCIAL PLANNING FOR BUSINESS OWNERS


Business Financial Planning and Tax Planning for the Self-Employed

At Confluence Financial Advisors, LLC, we enjoy working with our self-employed clients.  Some are individuals running successful consulting practices while others are small business owners with plans to go big. When you have taken the risk to strike out on your own you deserve the rewards: time, freedom, money.  

If you are self-employed or you are thinking about starting a business, you can benefit from the business financial planning offered by Confluence Financial Advisors, LLC.  As a successful entrepreneur and fellow business owner in my own right, I guide you through a strategic planning process that includes a review of proper entity selection, recordkeeping requirements, identifying and establishing tax-deferral plans for your retirement savings and health care, real estate considerations, general tax planning, and more.

The process can increase your profitability while reducing your taxes and building for your future. Naturally, the plan is developed in conjunction with your personal finances to ensure business goals are aligned with personal ones. 

The continually changing tax landscape makes it challenging for any small business owner to take full advantage of tax planning opportunities available.  Ignoring these opportunities can cost thousands of dollars annually.  When you work with Confluence Financial Advisors you gain a team member who monitors these changes for you and that allows you to focus on what you do best.

Contact us today to learn more about how we can increase your profitability through sound financial planning.


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