Business Owner Planning

For business owners, your personal financial success and that of your business are inextricably linked. We believe that connecting the many aspects of your personal and business life puts them both in a strong position to succeed.

At Basepoint Wealth, our advisors are experienced and well versed in the unique planning needs and challenges that face business owners. By gaining a deep understanding of your professional ambitions, and connecting them to your personal goals, we work together to provide a goal-oriented approach to planning topics such as cash flow, tax efficiency, debt optimization, retirement, and work-life balance.

Strategies to add value to your employees

Offering a retirement plan where employees can save is now a standard benefit. We'll work with you on customizing a retirement plan benefit that stands out and offers your employees the services they need to enhance their financial wellbeing.

Key Person

For small businesses, the impact of key individuals carries outsized impact. We'll help identify those individuals and develop strategies that protect the business owner, and incentivize the key person.

Business Retirement Plan

A corporate sponsored retirement plan can be much more than simply a place to save money. Our experience in plan design can help you leverage this common employee benefit to be so much more.

Continuity Planning

Protecting your business, your employees and your family from the unexpected is a critical piece of financial success for business owners. We'll help you identify risks, and address strategies for mitigation.

Business Succession

Deciding when and how to transition your life's work and passion is one of the most complex and unnerving aspects in the life of a business owner. We'll help you understand the many ways to effectively transition your business - when you're ready.