Business Owners
We help business owners navigate the financial complexities of business ownership and transition to, and through, retirement.
Wealth Management
& Planning
We work with you to create an investment plan that integrates your personal and business financials, and seeks to maximize your wealth.
Business Growth
Strategy
Our business team of financial professionals help you
reduce taxes, access
capital, and help accelerate business growth
Business Succession
Planning
Selling your business is
one of the most important decisions you’ll ever make. We help guide you through the entire process.
Retirement Transition
Planning
Transition from
business ownership to
retirement. Focus on
improving your
lifestyle.
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.