Entrepreneurs & Business Owners

You did it! You've successfully built your business to levels you once dreamed of and continue to reach for the top. Pursuing your passion is more than just an adventure; It took hard work, dedication, and sacrifice to get to where you are. At Financial Security Solutions, we understand what it takes to get there. We are well-versed in ways to help entrepreneurs and small business owners structure their assets to focus on after-tax results. We believe it's not what you earn but what you keep that matters.

  • Are there creative (and legal) investment solutions that provide tax savings?
  • Can I get decent returns in a tax-efficient portfolio?
  • Should I have a company pension plan? Offer other employee benefits? If so, which type?
  • When should I begin planning for the transfer or sale of my business and what are my options?
  • What happens to my business if I become disabled and cannot work?

Let us work for you. At Financial Security Solutions, we have created a process to help business owners manage their assets and create a business exit strategy allowing you to enjoy your life and finish strong. We provide you with a simple, consolidated, online view of all your banking and investment relationships, keeping you informed. We are focused on finding ways to lower your tax bite with innovative solutions to fit your needs. You've put a lot into your business, let us help you get the most from it.

Ready? Get Started!





The Business Cycle

How will you weather the ups and downs of the business cycle?
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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact_us@fin-security.com   |  818-344-7177 | 619-294-8400