It all begins with a dream….starting and building your own business.
We specialize in financial solutions for small business owners and their employees.
Financial Services for Small Business Owners
With the joy of “being your own boss” comes the challenges of running a small business. Managing employees, payroll, supply chains, products and services not to mention overseeing regulations are just some of the challenges small business owners face.
However, nothing impacts your “bottom line” more than finances.
Are you funding your own retirement plan? Is selling the business your retirement “plan”? Do you have adequate life insurance or a buy-sell agreement to protect the business as well as your loved ones? Have you considered the business’s assets in your estate planning?
Are you a sole proprietorship, partnership, LLC, or S Corp? Do you provide employee benefits like a HSA or offer a retirement plan such as a SEP, SIMPLE, 401K, or a SOLO 401K?
Whatever your financial needs, Silver Oak Leaf Financial Services is here to help.
Packages for Small Business
Targeted financial guidance with transparent pricing.
Package A
Tax Strategy and Execution
Whether you’re an established business or opening your doors for the first time, your financial success relies on cashflow. Minimizing your expenses is a key component to positive cash flow and becoming profitable. One of those expenses is taxes: local, state, federal, income, and property tax are just a few. Proactively planning your tax bill instead of simply paying it is the smart way to manage your taxes. This package includes ongoing tax planning, tax preparation, and annual tax filing.
$300/month
Package B
Retirement Plans
Small business owners have a menu of options that differ greatly than those for employees. However, as a small business owner you can combine the best of both worlds through employer sponsored plans. SEP IRAs, SIMPLEs, and SOLO 401Ks are some examples. Leveraging the right plan allows you to contribute significant sums to your own retirement plan, while providing a valuable benefit to your employees and reducing your tax liability.
We can help you choose the right retirement plan, set it up, and manage the assets.
$400/month
Package C
Comprehensive Financial Planning
Focus your energy on running a successful business while we focus on your financial future . We are a fiduciary and our interest is your best interest. Gain peace of mind by having us focus on your tax planning, retirement planning, risk management, as well as your estate planning and employee benefit programs.
This package includes Packages A and B in addition to the scope outlined above.
$500/month