Who We Serve
Business owners may know how to run a successful business, but all too often they neglect their own personal financial planning.
We partner with entrepreneurs of family-owned businesses and privately-held companies to help coordinate both personal and business planning to help ensure the stewardship of their legacies. A proactive, comprehensive approach helps enable individuals and their families to stay focused on financial goals. We want every client to feel comfortable answering the question, “How will you live a life of purpose and leave a legacy that endures?”
Our Strategy
Our team works with business owners to create strategies that can:
Diversification and asset allocation do not ensure a profit or protect against a loss.
- Provide a road map for your financial future
- Create strategies to preserve your business
- Establish a succession plan to exit your business on your own terms
- Work with an attorney to make sure all of your business documentation is current and effective
- Diversify asset base
- Efficiently manage employee benefits including options for retirement plans
- Consult with a CPA to ensure tax efficiency
- Coordinate business and personal financial planning
- Help conceptualize and plan for your desired legacy
LET US BE A DRIVING FORCE FOR YOU
Trust Mainspring’s team to ensure that each financial component of your life is kept in harmonious motion with the others. We invite you to contact us, today!
