Executives

The heavy lift of running a successful business can completely take over the life of an executive or entrepreneur, unless proper “spotters” are in place to not only protect you, but also lighten your load.

The reality of operating a business may come with the responsibility of overseeing operations, personnel, and the overall financial health of the organization. All of these interworking parts can dominate your time and mind, potentially leading to important factors outside of the business being placed on the back burner.

Business markets can be extremely competitive and volatile. Having a custom built financial game plan that is specific to your business needs, is crucial for long-term success in this fluid and ever-changing competitive marketplace. When troubles arise you can be rest assured knowing that you already have the resources and support you need to navigate challenges smoothly.

Regardless of what industry you decided to conquer, or what your quarterly, annual, or seasonal business planning schedule looks like, the proper financial game plan gives companies the ability to reduce financial turnovers like unnecessary fees and expenses, increase productivity/ efficiency through strategic partnerships, ultimately impacting profitability and improving quality of life.

Some capacities in which we work with business executives and entrepreneurs to help lighten their load include:

Develop strategies to help protect your business

Retirement Income planning and transition strategies

Invest money in tax efficient manners*

Avoid unnecessary wealth turnovers

Establish or review current company retirement plan including SEP, SIMPLE, 401(k)

This is a great starting point to begin the financial game planning process but surely not the entirety. We take into consideration that financial planning, while building a business, is a journey and not a destination.

*Estate planning services provided in conjunction with your licensed legal advisor. Tax and/or advice is not offered directly by FSCCO, but through a licensed Certified Public Accountant. John Head is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 390 S. Woods Mill Rd. Suite 100 Chesterfield, MO 63017 (314) 323-6521. Investment Advisory Services offered through: O.N. Investment Management Company.