Empower Your Financial Future
Running a business is a full-time commitment that requires you to juggle countless responsibilities. Amidst managing your company’s growth, overseeing day-to-day operations, and navigating complex financial decisions, it’s easy for personal financial planning to take a backseat. At 25 Financial, we specialize in providing wealth management and financial services for small business owners, entrepreneurs, and self-employed professionals. Our dedicated financial advisors are here to help you align your business and personal finances, ensuring you achieve your financial goals while preparing for a secure future.
As fiduciary financial advisors, we bring integrity, experience, and over-the-top service to every client relationship. We understand the unique financial challenges that business owners face, from succession planning and risk management to investment strategy and tax planning. Let us help you clarify your goals and execute your financial plan with rigor, progress, and accountability so you can focus on what you do best—running your business.
Navigating the financial landscape as a business owner can be daunting. Our team of certified financial planners (CFPs), investment advisors, and financial professionals are equipped with the expertise to provide tailored solutions that meet your unique needs.
Business Financial Planning: As a business owner, your personal and business finances are deeply interconnected. Our holistic approach ensures that every aspect of your financial life is aligned, from cash flow management and budgeting to retirement savings and estate planning. We develop personalized financial strategies that reflect your unique financial situation, risk tolerance, and long-term goals.
Succession and Exit Planning: Succession planning is crucial for business owners looking to ensure a smooth transition when the time comes to step back. Our wealth advisors guide you through the complexities of business succession, helping you create a plan that maximizes value, minimizes tax liabilities, and protects your legacy. Whether you plan to pass your business to the next generation, sell to a third party, or explore other exit strategies, we provide the expertise and financial advice needed to make informed decisions.
Investment Management and Portfolio Strategy: Diversifying your investments beyond your business is key to building long-term financial security. Our investment advisers craft customized investment portfolios that balance growth and risk, ensuring your personal wealth remains robust regardless of business performance. We help you discover opportunities, allocate assets efficiently, and adjust your strategy as market conditions and your financial goals evolve.
Tax Planning and Risk Management: Proactive tax planning is essential for taking advantage of tax deductions and optimizing cash flow. Our team collaborates with CPAs to implement tax-efficient strategies that enhance your bottom line. Additionally, we evaluate your insurance policies, including life insurance planning and disability insurance, to ensure you have the necessary coverage to protect both your business and personal assets against unforeseen risks.
Retirement Planning for Business Owners: Retirement planning isn’t just about saving money—it’s about creating a strategy that aligns with your future vision. From establishing retirement accounts such as IRAs and 401(k)s to exploring tax-advantaged savings plans, we help you secure your financial future while navigating regulatory complexities.
Fee-Only, Fiduciary Advisors Committed to Your Success: As fee-only advisors, our recommendations are unbiased, transparent, and always in your best interest. We adhere to the highest fiduciary standards, ensuring you receive financial advice that puts your needs first. Whether you’re focused on growing your business, protecting your assets, or planning for retirement, our personalized approach is designed to guide you through every financial decision with confidence.
Running a business shouldn’t mean compromising your financial security. Partner with 25 Financial’s large and small business financial advisors to discover how comprehensive financial planning can empower your life, both professionally and personally. Our experienced advisors are ready to help you navigate the complexities of business ownership and achieve the financial future you envision.
Let's start the partnership with a valuation from one of our financial advisors. That way, we can begin your journey toward financial health and preserving wealth. For more information or to schedule a consultation, please fill out a form or call us.
Disclaimer: Content is intended for informational purposes only and should not be considered as financial advice. Please consult with a professional financial advisor and perform your own analysis before making any decisions.
