Broker Check

Services for Business Owners

At LandMark Financial Planning & Advisory, we have a strong focus towards the closely held business and its owner, offering a comprehensive suite of services - both for their personal finances and business:

Business Owner Planning Strategies

We can help you tackle some of the financial complexities of running a business, including:

  • 401(k) and 403(b) Plans
  • Group Benefits
  • Traditional, SIMPLE, Roth, and SEP IRAs
  • Defined Benefits Plans
  • Profit Sharing Plans
  • Exit Planning
  • Succession Planning
  • Buy-Sell Agreements
  • Plan benchmarking
  • Plan participant education
  • Tax reduction strategies
  • Corporate retirement plans

We walk our clients through a step-by-step process that will help them feel confident in their investment decisions. Once we work as a team to establish your financial and personal goals, we will perform extensive research to develop an appropriate strategy to suit your visions. We then help you execute your financial plan and work with you through changes in the future.