As a successful business owner, you need to plan for the future of your business as well as
your family. Dominion Wealth Management has the experience to help you ensure that both
are protected and secure.
Here are some of the areas where Dominion Wealth Management helps business owners:
Wealth management – Manage a diversified portfolio and address wealth enhancement
issues, as well as risk reduction, charitable giving, and wealth transfer issues,
while maintaining sufficient liquidity to keep investment options open and address
the working capital needs of the business.
Tax reduction – We provide "bright line" tax reduction strategies (no gray areas) that
allow you to stay current with all IRS regulations while retaining the maximum possible
income. This allows you to give more to your children, donate to the charities of your
choice, save more for retirement, or invest in improving your lifestyle. You can focus
on what you do best, and pass along the rewards of your hard work to the people who
Asset protection – Keep your family's assets safe from any claims that may be made
against your business.
Insurance – Life insurance, disability, key person, errors & omissions,
liability, workmen's compensation, long-term care, business, home and auto insurance all allow you
to reduce risk. But the options can be complex and it's critical to understand the subtle differences
between the various options.
Retirement planning – Design your financial future so that when you decide to
retire, you can be secure in the knowledge that your lifestyle will match your dreams.
College savings – The high cost of education makes it increasingly important to
start planning for your children's education early, and to determine the best
vehicles for your investment.
Business financial planning – With the myriad of financial and business management
issues involved in running a successful business, it is critical to have excellent
advice from financial experts.
Business investments – Should you decide to invest in a new business, acquire a
company, or merge with another business, you will have complex financial decisions
to make. We can give you insight into the issues you need to consider and the
implications of your choices.
Estate planning – You want to make sure that you secure your family's financial
future, and that your money goes into the right hands while minimizing the tax burden.
Business succession – Plan a smooth transition when you get ready to retire, giving the family members or new
owners who will be taking over the business confidence that customers, vendors, partners and employees will
handle the succession effectively.
For a confidential conversation where we can determine if there's a fit between what
you need and how we can help, click here to make an appointment.