Continuing to serve you in a thoughtful way.

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We Understand Business Owners

When you own a business, you know it's vital to make informed decisions. That's why you need a financial advisor who understands your needs. Following are some of the most common needs we see among business owners, along with the services we can provide to help address them.

Managing today's needs

You’re busy running your business. You need financial strategies that can help simplify your life and work to help meet your day-to-day financial needs. We offer a variety of money management solutions and convenient services that can help.

Preparing for retirement

Establishing a retirement plan for you and your employees can help you reach both your personal and your business goals. As an owner, you can benefit by saving for your own retirement in tax-advantaged ways. A business retirement plan can help provide employee retirement benefits, which may help you attract and retain good people.

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Preparing for the unexpected

If one thing is certain today, it’s that you can’t be certain about what will happen tomorrow. You can, however, work to ensure you’ve taken action to help protect your business and yourself from the unexpected.

Like most businesses, you probably have one or more employees who play a major role in its success. But, all too often, business owners overlook helping to protect against the loss of key people.

That’s why you and your business partners should create a plan for the future of your business in case the unexpected occurs, such as death or disability. Our insurance solutions can help with that plan. Being prepared for the “what ifs” can help:

  • Provide liquidity and a buyer for a departing owner’s share of the business
  • Avoid conflicts and power struggles among partners and owners
  • Prevent unwanted persons from becoming owners
  • Provide funds to replace losses, and a replacement person, if a key employee dies

Business succession planning

Your customers rely on the products and services that your business provides, and your business may employ several people. Your business also is probably one of the most significant assets you hold.

But what happens if you decide to sell or retire, become disabled or even pass away? Preparing for the “when” is as important to your personal financial picture as it is to the continued success of the business itself. For some business owners, trust services may be an appropriate strategy to address these needs.

We will work together with your tax advisor and estate-planning attorney to develop personalized business succession strategies. With the proper planning, you can help control what will happen to your business after you leave and how it will affect your personal financial goals.

How we can help

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 is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P., and in California, New Mexico and Massachusetts through 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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