Business Advisory

Being an entrepreneur is a way of life and a lifestyle that entails good old plain hard work. Most business owners start their companies to take control of their futures.

While setting the course for your own life is exciting, many business owners will tell you it isn’t easy. When starting out, business owners often experience their own unique struggles, discovering that creating financial freedom and success doesn’t happen overnight.

Business Succession & Retirement Planning

Along with working on protecting and enhancing wealth, business succession and retirement options are important elements of any long-term business plan. We have found that many business owners don’t strive to retire by age 60—not because they lack the financial resources to do so comfortably, but simply because they love their way of life. They get satisfaction from running their business and can’t imagine not being involved on a daily basis. Many business owners want to discover what alternatives they can create or design for their “retirement.” Taking control of your finances is about creating choice, it provides your family and business greater opportunities to thrive.

Each and every one of us has 365 days a year and we each have a choice in how we use them. At St. Croix Advisors, we believe achieving financial independence represents creating the ultimate choice in our lives.

Protecting Your Business

As a business owner you want to protect your business in the event of premature death or disability of a key employee. It is possible to do this through funding your buy sell agreement with life and disability insurance. Or maybe you are looking for a supplemental executive retirement plan for the ownership group or key employees. In addition to insuring your business, succession or estate planning needs are an area of concern for most business owners. We are here to help you understand the process to keep your business successful. When you desire options and ideas beyond what has been available to you, that’s where we come in.

Hudson Business Advising Services

St. Croix Advisors will meet with you personally to understand your individual and business objectives and build a plan to help meet your objectives. You have built your business and protecting your assets and actual business is important. Contact Brett Anderson to schedule time to understand and establish a plan to help meet your objectives.

Call St. Croix Advisors at (651) 337-1919 or (877) 393-1919 or email at info@stcroixadvisors.com for more information.

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St. Croix Advisors, LLC is a Registered Investment Advisory firm located in Hudson, WI Disclaimer