Business Owners

As a business owner, you have unique financial challenges. Your tax situation is likely complex, and retiring is not as simple as putting in your notice to an employer. At Secure Path Advisory Group, we work with you to streamline your company’s finances and help ensure your business is supporting your personal, as well as professional, goals for the future.

As you near retirement, we help you develop a business exit strategy to carry you into retirement. We work with business valuation professionals to help maximize your sale, and we incorporate your proceeds into your overall retirement plan to help ensure your assets are appropriately funding your retirement and legacy goals.