BUSINESS OWNER

Business owners face unique challenges when it comes to financial planning
for themselves and their employees.  At Parkway Wealth Advisors, we can help
you bridge the gap between your business and personal financial goals.

Business Owner

With the uncertainty surrounding social security, it’s becoming increasingly important that business owners and employees alike take a more proactive role when it comes to preparing for retirement.  To do so, tools such as Individual Retirement Accounts (IRAs) and employer-sponsored retirement plans are taking on greater importance.  For business owners, it’s also important to have a diversified portfolio, which consists of assets other than your business.  There are several choices available, so how do you know which is right for you?  At Parkway Wealth Advisors, we can help.

 

Providing for Your Business

You’ve worked hard to get where you are today.  We understand your business is a personal reflection of you, your values, your hopes and dreams for both you and your family.  At Parkway Wealth Advisors, we are committed to helping you succeed.  Here, you will find a dedicated partner to help you manage your financial priorities, needs and goals.  We offer a variety of services that can help you prepare for retirement, protect your business and potentially decrease your tax obligation.

These services include:

  • 401(k) plans
  • Defined benefit plans
  • Existing plan reviews
  • Insurance (key-person and buy-sell agreements)
  • Pension and profit sharing plans
  • SEP IRAs
  • SIMPLE IRAs

 

Providing for Your Personal Needs

As a business owner, it can be challenging to manage your business while at the same time trying to plan, save and invest for your future.  We can help on both sides by analyzing your personal portfolio to provide guidance on your investment strategy and how to best balance your personal goals with your business needs.

Our services for investors include:

  • Annuities
  • College savings accounts
  • Customized investment portfolios
  • Existing portfolio reviews
  • Individual, joint and custodial accounts
  • Individual Retirement Accounts (IRAs)
  • Life insurance
  • Long-term care insurance
  • Tax friendly investment strategies

 

Providing for Your Employees

In recent years, companies have been forced to either reduce or cut their retirement plan benefits.  For a small business to be able to attract and retain top-notch employees, it’s important to offer a comprehensive retirement plan benefit.  We can help you set up a plan in which both you and your employees can benefit.  In addition, we want to help your employees with their financial goals beyond their retirement benefits by providing education workshops or one-on-one sessions.

 

Parkway Wealth Advisors, LLC cannot provide tax or legal advice.  Please consult a qualified tax advisor or attorney for your tax or legal questions.

Securities and Investment Advisory Services offered through Cutter & Company, Inc.

15415 Clayton Road   Ballwin, MO 63011    (636) 537-8770   Member FINRA, SIPC

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