Business Owners
We help business owners navigate the financial complexities of business ownership and transition to, and through, retirement.
The financial professionals at the Lindsey-Trost Group specialize in supporting business owners address the critical financial challenges that accompany business ownership. As we help you develop and implement your integrated family-business financial plan, we draw upon our decades of experience with business owners to help you with:
Your business is what’s going to
dictate your retirement.
We know what keeps business owners up at night.
The Lindsey-Trost Group is a distinct type of financial practice, where we are actively involved with our clients’ businesses through business planning. Through integrating financial aspects of your personal and business lives, we work with you to provide strategies that help to grow your business which, in turn, helps provide for a comfortable retirement.
What can the Lindsey-Trost
Group do for you?
The following case studies are similar to creative strategies
we’ve implemented for our clients.
How do we help you improve
your business strategies?
- Provide a team of financial professionals to help assist you with recommendations on cash flow, financing through third parties and 401(k) plans.
- Provide essential resources for employee benefits, compensation plans and retirement plans.
- Implement our 4-step succession planning process to help create options, help build your business and work to reduce taxes.
- Coordinate with tax and legal professionals to help employ advanced tax reduction strategies.
Steward Partners, its affiliates and its Wealth Managers do not offer tax advice; investors should consult their tax advisors before making any tax-related decisions.