Broker Check

Business Owners


We firmly believe in fostering strong relationships with our business owner clients to provide the utmost support in their financial planning journey. Our approach focuses on integrating both personal and business planning to help ensure optimal outcomes for our clients. By coordinating the experience of our FGP planning team, we strive to offer comprehensive, advanced, and coordinated wealth building and management services. Additionally, we specialize in business and exit planning, where our goal is to design and execute customized plans that work to optimize cash flow, enhance tax efficiency, and ultimately maximize personal financial wealth. We understand the importance of effective transfer planning, which includes processes for business asset transfer in case of disability, death, or retirement of the business owner client. Our team is dedicated to providing tailored solutions that are fair to all parties involved, while always prioritizing the long-term success and financial well-being of our clients.

Our Vision & Commitment

The Business Strategies Group at Financial Growth Partners envisions itself as a leading force in the financial industry, providing business owners with a coordinated and integrated approach to personal and business financial planning. Our commitment is to help our clients achieve their individual goals with reliability, reduced risk, improved tax efficiency, and enhanced cash flow. Through a team of skilled advisors and innovative strategies, we aim to be the go-to specialized financial planning services firm for small and mid-sized businesses, while fostering unparalleled success and growth for our clients and our organization.

The Pitfalls of Traditional Strategies

Typical Approach:

  • Narrow focus
  • Transactional approach
  • Lack of coordination
  • Failure to address key issues

Strategies for business owners often focus on current challenges and special financial products, and may fail to coordinate solutions that address key issues we know all owners face. Chief among those issues is preparing for the eventual day you leave your business. Even though all owners will leave their business, our experience has been that most haven't planned for it.

Why is it so difficult?:

  • Few financial professionals and resources
  • Largest transaction of your life
  • High stress and anxiety
  • Family dynamics

Our Approach

Our team of Profeionsals help guide you to realize your business and personal goals while protecting your biggest asset - your business equity and cash flow.  We do this by:
  • Getting to know you and your goals
  • Helping guide you using an inquisitive and educative approach to alternative strategies
  • Beginning with the end in mind - your exit strategies - helping you evaluate benefits and pitfalls of each
  • Evaluating incentive and retention strategies for your business's most valuable asset - your key employees
  • Supporting strategies to help your grow your business until your exit - maximizing its value
  • Protecting your hard-earned equity until it is turned into your cash asset
  • Converting your business equity into a personal asset to help realized your dreams in the years ahead
Our process and experience encompass the design and implementation of your post-ownership personal financial, annual cash flow, and legacy plans - focusing on increasing cash flow opportunities, taking advantage of tax reduction strategies, and reducing the major risks to successful retirement planning.
Exit & Succession Planning

Exit & Succession Planning

We create strategies that are tailored to your needs and goals.

Learn more
Corporate Benefits

Corporate Benefits

Years of experience have prepared us to guide you through your life transitions.

Learn more
Path to Success

Path to Success

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Our Team

Our Team

Meet our Business Strategies Team of advisors.

Learn more