Business Owners

A simplified approach to financial services for business owners

Being a business owner comes with a unique set of challenges. As a business owner myself I know how frustrating it can be to have to call 3-5 different professionals to talk about a single financial issue in the business and getting a different answer from all of them. Then having to take time away from running your business to figure it all out.

Most business owners have to deal with so many different professionals…accountants, wealth advisors, bankers, insurance agents, business attorneys, etc. and spend way too much time trying to get them all on the same page or trying to decipher all the information. At Clear Harbor we want our business owner clients to make one call… TO US. Our goal is to add value to our clients’ financial lives through our multidisciplinary approach. Through industry partnerships that I've forged over several years, I've put together a team that’s unique in our industry. We put together the right team that will work synergistically to bring our business owner clients the best solutions to their issues.

Some of the financial planning services that we offer to business owners through our team of experts include but are not limited to:

  • Tax Planning
  • Risk Management
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Key Employee Retention
  • Entity Selection
  • Business Exit Planning
  • Insurance Planning
  • Business Financing
  • Business Valuation
  • Captive Insurance
  • Cost Segregation
  • Cost Remediation
  • Tax Credits
  • Social Security Timing











Contact us today to schedule a No Cost discovery call to see if we would be a good fit to work together.


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