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Specialized Financial Planning for Businesses

Financial Solutions for the Business You Envision

Financial Solutions for the Business You Envision

As an independent financial firm, we understand the complexities of owning and running your own business. We aim to help owners effectively manage the various financial aspects of their business, so they can focus on the bigger picture, or simply get back to more important things in life. We offer everything from simple cash flow analysis, to retirement plan consultation, executive benefits solutions, buy/sell agreement services, and more. See how InTouch can help you build the business and the life you envision.

Retirement Plan Consulting

At InTouch Wealth, we provide comprehensive consultations and specialized advisory services for business owners with existing qualified retirement plans, as well as those who are looking to establish a retirement plan for their employees. We are skilled at 401(k), SEP IRA, Solo 401(k), SIMPLE and other qualified solutions. We can assist you in selecting or making plan improvements, educating employees about their plan options, and ensuring your retirement plan meets the latest regulations and performance standards. As your advisors, we’ll also assume the fiduciary role, effectively reducing your risk exposure as the plan sponsor.

Executive Benefits

InTouch’s financial planning professionals offer specialized solutions designed for top-level executives and business owners. From concentrated stock, to deferred compensation plans, equity awards, life insurance, executive bonus IRC 162, non-qualified key employee compensation, and other executive benefits, we develop and implement specialized strategies to help maximize your benefits and incorporate them into your comprehensive wealth or retirement income plan, while also minimizing the impact of taxes on your exit strategy.

Buy/Sell Agreements

At InTouch Wealth, our business planning specialists can help you navigate the complexities of transferring business ownership for a smooth and effective transition. We provide step by step guidance, from valuing the business, to determining the purchase price and how the purchase will be financed, and more. Our team will work closely with you and your legal counsel to create a comprehensive buy-sell agreement that protects the interest of all parties involved and ensures a smooth transition of ownership in case of an unforeseen event. Let our experienced team help you secure the future of your business.

Personalized, Family Services

We offer family-oriented financial solutions, including comprehensive financial planning, retirement and investment planning, wealth management, estate planning, college planning, insurance and risk management and more. Let the experienced team at InTouch Wealth help you plan strategically so you can live confidently.

Explore Our Services

Our Approach

We take a relational approach to financial planning, carefully and thoughtfully taking into account your goals, dreams and circumstances as we design your custom financial roadmap.

Our Approach

About Us

We are a team of advisors and Certified Financial Planner® professionals, united by our desire to see our clients confidently pursuing their ideal lifestyle and retirement. We’re here to help.

About the Firm

Contact Us

If you’re ready to get started, or if you want to learn more about the InTouch Wealth team and how we can help, we’d love to hear from you. Contact our caring, experienced staff today.

Contact Us Today