The Entrepreneur

Stephen’s business is deeply part of him and also deeply part of his family. And he’s invested as much time and energy into it as any other person or aspect of his life. He takes responsibility for the people in his business as much as the people in his family; in many ways, the business requires as much nurturing and care as a child. 

But being a business owner also requires balance. He wonders how much money he should pour into the business from his savings. He wonders if funding a business’s cash flow needs is the right move. And he wonders what he should do to protect himself and his family in case something happens to the business that he can’t control. He’d also like to find ways to add extra value for his employees.

We are here to help.

Voice will give you the tools to help you see the possibilities of the life ahead of you.

Primary Concerns:

• Determining how much should be taken from personal savings to invest in the business start-up 

• Making decisions regarding investing in the success of the business

• Deciding what types of retirement plans are right for personal needs, for the business, and for employees

• Protecting the value built up in the business for partners and family

• Providing opportunities to help employees also be financially “well”