Business Planning

When it comes to making a small business successful, financial planning is a critical factor.

Financial Advising for Business Owners

Business owners need an advisory team that understands and works with you on a regular basis. Business owners have planning opportunities that the general public does not. For example, as a business owner, you have additional retirement planning alternatives and flexibility that you couldn’t take advantage of if you worked for someone else. It is important for small business owners to understand and take advantage of every opportunity in order to reach your financial goals.

The lifeblood of any organization is the people within it. Yet, when it comes to planning one’s own retirement and dealing with our daily lives, a business provides a tremendous planning opportunity not only for the business owner, but for the employees. St. Croix Advisors works with a host of business owners to assist them in their personal, business, and executive benefit planning.

Making Smart Financial Decisions

Owning a business is a way of life and may be the largest asset you’ll ever own. Financial planning is a key component to any business owner’s future success. Making smart, calculated financial decisions early on, and not just in the end, is crucial to creating a successful retirement plan for you and your family. Thinking about creating an exit strategy can be hard while you’re in the midst of running your business, but it can be even tougher when you’re ready to retire and need to work longer and/or sell your business for less. Therefore, planning and putting an exit plan in place is essential.

Key areas of planning include:

  • Personal financial planning
  • Business owner benefits
  • Succession planning and exit strategy

Hudson Small Business Financial Planning

St. Croix Advisors has been helping small business owners achieve their financial objectives for years. Brett Anderson is an Independent and Certified Financial Planner (CFP®) who serves clients in Hudson, River Falls, Bayport, Stillwater, Woodbury, and other areas in Western Wisconsin and Eastern Minnesota.

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