Steward Advisors can be a business owner's secret weapon for navigating the often-complex world of finance. We can help guide business owners’ personal financial plan as they move through the entire process of ownership. Our team offers a comprehensive approach, going beyond just investments.

Financial Planning & Analysis: As you assess your business’s financial health and create a roadmap for growth, we can help you create a parallel strategy for your personal finances that reflects your business plans and meets your personal or family needs. This includes forecasting and setting realistic financial goals. We’ll help you make informed investment decisions plan for your own financial security in retirement.

Strategic Tax Planning: We can help you navigate tax codes, identify potential deductions and credits, and develop strategies to minimize your tax burden, keeping more money in your pocket. We’ll work closely with your accountant to ensure you are taking advantage of tax-saving strategies.

Risk Management & Insurance: Just like you manage risk for your business, we’ll help analyze your own risk management needs and recommend appropriate insurance coverage to protect against unforeseen events.

Business Exit Strategy: When you are ready to sell your business, we can run multiple scenarios based on different valuations and other factors to help you understand your ability to maintain your lifestyle after the sale.

Partnering with our team throughout the business sale offers far more than just financial expertise. We become trusted confidants, offering objective guidance, emotional support, and a comprehensive plan to navigate the complexities of this life-changing event. Our guidance and involvement help you achieve your desired outcome, secure your financial future, and ensure a smooth transition for your business.