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Business Owners

Business owners are often so caught up in the day-to-day decisions of managing their business that they don’t have the time to focus on their financial strategies for their business and personal life. At Latitude Financial Group, our goal is to serve as a financial partner, assisting with a number of critical issues every business owner should address, including:

Retirement Planning

Our experience with technical knowledge of retirement plans allows us to address plan design issues, perform plan and cost analyses, and present a custom strategies to fit our clients' personal and business objectives. Covering the full spectrum of corporate retirement plan products, we help clients determine an appropriate strategy for their business, whether that is a 401(k), 403(b), SEP or SIMPLE IRA, defined benefit plan, profit sharing plan, or other option.

Executive Benefits

Offering a competitive executive benefits plan can attract and retain key executives. We help employers determine and implement appropriate plans, such as executive bonuses, deferred compensation, salary continuation, and supplemental executive retirement plans (SERP).

Succession Planning

We work with clients to create a comprehensive exit strategy so they have a plan for the expected and unexpected. A thorough succession plan can help mitigate taxes, prevent a loss of control over the final disposition of your company, and avoid a decline in the value of a business in the event of the business owner’s death or unexpected disability.