Broker Check

Small Business

Wealth management for business owners

Business owners and entrepreneurs have their hands full, managing products, processes, and payroll. If you own a small business, you know your niche better than anyone. It’s too much to expect that you would also be an expert in financial planning for yourself, for your business, and for your employees. EAGLE Wealth Management Group provides expertise to small business owners, with custom tailored plans to suit your personal goals, as well as the benefit of your employees and the future of your company.

Retirement plan selection and education

EAGLE Wealth Management Group can help you sort through the various retirement plans available to owners and employees. We’ll consider your present and future needs, facilitate implementation, and continue to monitor and maintain the plan for your benefit. We’ll make sure that your employees are educated about the investment of funds within their accounts, and about choices available to them.

Business insurance and risk management

Is your business prepared for a major disruption, such as the departure, disability or death of an owner or key employee? EAGLE Wealth Management Group can help you develop an insurance based plan to cover those circumstances. Insurance can also be used to fund a buy-sell agreement as part of a business exit strategy.

Deferred compensation

Qualified plans limit the amount that owners and key executives are able to set aside for retirement. We can introduce you to non-qualified deferred compensation (NQDC) plans that allow executives to defer a much larger portion of their compensation, and to defer taxes on the money until the deferral is paid. NQDC plans may involve substantial risk, so we’ll review the potential promises and pitfalls.

Portfolio management

With the continued growth and success of your company, you may accumulate substantial wealth that is not tied up in business operations. How should you invest those funds to meet your needs now and in the future? How will you replace your current income if you leave the business? EAGLE Wealth Management Group can help review your current investment strategy and offer options for investment designed to fulfill your needs.

Exit strategies

Many business owners are so focused on the day to day demands of their business that they have not taken time to plan their exit strategy, but we all know that the endgame is essential to winning. We can help identify your needs for business valuation, estate planning, buy-sell agreements, and potential successors, and refer you to experts within our network to make those plans.