Business Owners

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From managing your cash today to planning the future of your business, we'll work with you to design a strategy based on what's important to you.

Learn more

From managing your cash today to planning the future of your business, we'll work with you to design a strategy based on what's important to you.

Learn more

There are few things more rewarding – or challenging – than owning your own business. We understand that it’s an integral part of your life, and we can help you develop a comprehensive financial strategy that encompasses the needs of not only your business and employees, but also of you and your family.

Your business

You’ve put hard work, energy and passion into building your business. And the demands of being a business owner can be a challenge. But having the appropriate investment and protection strategies for you and your business is critical. And you'll want to help ensure that your retirement plan meets your needs as well as those of your employees.

Your employees

You can help yourself and your employees prepare for the future. In fact, surveys show that, next to health care, most employees consider a retirement savings plan the most important piece of a benefits package. In addition to helping you work toward future goals, a retirement plan can help you attract and retain employees and may offer tax advantages.

Your exit strategy

Often, your business can provide retirement income, the foundation for another business or a legacy to future generations. You can determine what happens to your business after you sell it, turn it over to the next generation, or retire. It’s essential to develop strategies that can protect the value of your business and key employees while providing for the orderly transition.

How we approach your needs

We want to understand what's important to you, your family and your business so we can help you identify and work toward your goals. Although there are many ways to do this, we believe that following a systematic approach makes the most sense. Learn more about our approach.

What's important to you?

We know you have lots of priorities, so we offer a variety of choices. From managing your cash today to planning the future of your business, we'll work with you to design a strategy based on what's important to you. Read more about how we can help you, then contact your local financial advisor to get started.

Learn how we can work for you

Let us help ensure you’re on track to reach your personal and professional financial goals. Talk with an Edward Jones financial advisor and feel confident that your goals are within reach. Whether your company is big or small, we share your values and can offer programs that match your needs.

Important Information:

Edward Jones operates as an insurance producer in California, New Mexico, and Massachusetts through the following subsidiaries, respectively: Edward Jones Insurance Agency of California, L.L.C., Edward Jones Insurance Agency of New Mexico, L.L.C., and Edward Jones Insurance Agency of Massachusetts, L.L.C.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate-planning attorney or qualified tax advisor regarding your situation.

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