Business Financial Advisor

Helping Business Owners Achieve Financial Clarity and Success

At Saxon Financial Group, we understand the time, energy, and passion you’ve invested in building something remarkable. We also recognize the unique challenges you face and the opportunities that lie ahead. Our mission is simple—to help you achieve your financial goals with confidence, so you can focus on what you do best.

Whether you’re looking to establish and manage a 401(k), SEP IRA, SIMPLE IRA, or another retirement plan, we’re here to provide strategic guidance, designed to ensure your plan aligns with your goals, supports your team’s future, and strengthens your overall financial foundation.

How We Help Business Owners

We specialize in serving business owners by acting as your financial guide through every stage of your wealth-building and business management journey. Whether you want to streamline your finances, pass on your legacy, or provide security for your employees, we help you see the bigger picture and align all the moving pieces of your life.

Retirement Plans for Small Businesses

Guidance in selecting and managing plans that fit your business and employee needs.

Wealth and Investment Strategies

Customized strategies to grow, manage, and protect your wealth.

Banking and Lending Solutions

Strategic financial solutions to support both your business and personal goals.

Charitable Giving

Expertise in creating impactful giving strategies that align with your values.

Why Choose Saxon Financial Group?

At Saxon Financial Group, we pride ourselves on crafting solutions that are as dynamic and unique as the businesses we serve. When you work with us, you gain access to a team who takes the time to understand your goals, values, and vision.

Personalized Guidance

No two businesses or owners are alike. That’s why we provide tailored financial strategies centered on your unique needs.

A Clearer Financial Future

We help you untangle and separate personal and business finances while managing them seamlessly to give you clarity and peace of mind.

Holistic Perspective

We don’t just focus on the numbers. We consider all angles of your financial picture, including how to position your wealth for future generations.

Commitment to Growth and Security

By aligning your professional goals with personal aspirations, we ensure your success extends well beyond financials.

Business Financial Advisor FAQ

What is a financial plan for a business?

A business financial plan is a comprehensive strategy that outlines how your company will manage cash flow, investments, retirement benefits, and long-term wealth-building goals. It integrates your business finances with personal financial objectives to create a cohesive roadmap for growth and security. This plan typically includes retirement plan management, tax optimization strategies, and succession planning to protect both your business and personal financial future.

How do you make a financial plan for a business?

Creating a business financial plan starts with analyzing your current financial position, defining your short and long-term goals, and identifying the best strategies to achieve them. You’ll need to evaluate cash flow patterns, establish retirement plans for employees, implement investment strategies, and create systems to separate personal and business finances. Contact our advisors at Saxon Financial Group to develop a customized financial plan that aligns with your unique business needs and personal aspirations.

What types of retirement plans are best for small businesses?

The best retirement plans for small businesses include 401(k), SEP IRA, and SIMPLE IRA options, each offering different contribution limits and administrative requirements. Your choice depends on factors like company size, employee demographics, and your desired contribution levels. Our team at Saxon Financial Group specializes in helping business owners select and manage retirement plans that fit their specific business and employee needs.

How can a financial advisor help separate business and personal finances?

A financial advisor helps you establish clear boundaries between business and personal finances by creating separate investment strategies, banking solutions, and wealth management approaches for each. This separation provides better financial clarity, simplifies tax planning, and protects your personal assets from business liabilities. At Saxon Financial Group, we specialize in untangling complex financial situations to give business owners peace of mind and clearer financial oversight.

What should I look for in a business financial advisor?

Look for a financial advisor who offers personalized guidance tailored to your unique business model, provides holistic financial planning that considers both business and personal goals, and has experience serving business owners specifically. They should offer comprehensive services including retirement plan management, investment strategies, and succession planning. Saxon Financial Group takes the time to understand your goals, values, and vision to craft solutions as dynamic and unique as your business.

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