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Small Business Planning

Being business owners ourselves, we’re well aware of the daily demands you face. We know that your business is a reflection of you. We understand and appreciate your desire to excel. Benefit from our knowledge when striving to maximize your business potential and plan for its success.

Small business provides many of our clients with the vehicle that will ultimately afford them incredible opportunity. Striving to ensure success in your business is critical. We will work with you to help determine the best course of action to pursue that success. We understand that success comes through relationship, competitive advantage, and quality of service. Whether its the initial setup of your business or the exit strategy, we’ll work with you to navigate the variables you’ll encounter to help you arrive at choices that promote the overall goals of your business.

At Buchanan Wealth Management, we’ll work with you on the following:

  • Retirement Savings Plans
  • Defined Contribution Plans
  • Defined Benefit Plans
  • 401(k) & 403(b) Plans
  • Group Long Term Care
  • Business Tax Strategies
  • Business Succession Planning
  • Executive Compensation Plans
  • Deferred Compensation Plans
  • Stock Ownership Plans