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Business Owner Strategies

BUSINESS OWNER STRATEGIES

As a business owner, you have a great deal of responsibility on your shoulders and face complex issues that are unique to your specific situation.  Frequently, business owners’ financial assets are highly concentrated.  So, when it comes to asset diversification, your situation may be unique.

  • Are your assets positioned to work in coordination with your financial and life goals?
  • Does your situation require specialists in specific disciplines, such as tax planning, business strategy, estate planning, charitable giving and more?
  • Do you have a planning quarterback? Someone with access to world-class resources? Someone to coordinate with all your other advisors and deliver a truly comprehensive wealth plan? You can find one at Verity.

Personal finances sometimes don’t receive the necessary attention.  No matter where you are in your life or business, or how complicated your needs might be, Verity advisors are ready to provide a tailored approach to help you reach your financial goals.

As a business owner, you can  use a Verity advisor to guide you through the many choices you face, and advisor who will work to help you make the most of those choices. 

For corporate executives, executive compensation programs can help you deal with big challenges you may face. We will collectively seek innovative but practical approaches specific for you and your organization.

Verity provides a range of retirement plan services for private companies and public institutions:

  • 401(k) Plans
  • Cash Balance Plans
  • Non-Qualified Deferred Compensation Plans
  • 457(b) and 457(f) Plans
  • 403(b) Plans
  • 401(a) Plans
  • Defined Benefit Plans

Private Wealth Management Services:

  • Custom Portfolio Management
  • Separate Account Stragegies
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