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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. https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1615252255672-95VU0KLBZH66MITGOSMI/Three+Packages_BusinessChart+v2.jpg Small Business https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1615252275555-LR5Q3HV5U5MMORLAO9V8/Three+Packages_BusinessClock+v2.jpg Small Business https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1615252290219-UWJ9GKV5LFR02P678B2D/Three+Packages_BusinessHands+v2.jpg Small Business https://silveroakleaffinancial.com/about daily 0.75 2026-02-15 https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/d475c1ec-5a3b-4cd9-94ee-b4862998a946/IMG_1185+%28002%29.jpg About - Ty Kopke, LtCol USMC (ret.) While I was on active-duty I completed my MBA in Financial Planning and met the education requirements to advance towards the CERTIFIED FINANCIAL PLANNER (TM) designation. I applied my financial knowledge and education to attain “millionaire” status by the age of 48. As I transitioned from the Marine Corps, I was offered “financial advisor” positions with three of the largest broker dealers in the United States. However, I ultimately declined all the offers (despite lucrative pay) because none of them cared that I had an MBA in Financial Planning, or the knowledge and skills gained through that education. They wanted to teach me how to “sell” products to clients and were concerned only with the dollar value of my personal network of friends and family. I chose to take a different path. I founded Silver Oak Leaf Financial Services in Bluffton, SC to provide fee-only comprehensive financial planning and wealth management. We specialize in small business owners and military personnel. Both groups are the bedrock of the American economy. One is building and pursuing their idea of the American Dream while the other group has pledged their life to protecting and defending it. As a retired Lieutenant Colonel and Registered Investment Advisor, I am privileged to be a member of both groups. It is our belief that every American should have access to financial education and financial planning. After all, the American Dream is only a dream unless you can afford it. Let’s achieve it together. LinkedIn https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1619145155810-UW6C38V9PS91IS0YL6ZO/Risk+management+financial+goals+and+retirement+plans+in+hilton+head+SC About Transparency Lorem ipsum dolor nosnommy adequip reicpoer se mangutser https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1619145438744-9S6DQWIVPRFXKELDR0C1/Investment+Management+Bluffon%2C+SC About https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1619144565240-TL682EFUSVPO9XP9ZBXR/Financial+Planning+Advisor+Bluffon%2C+SC About https://silveroakleaffinancial.com/login daily 0.75 2021-04-23 https://silveroakleaffinancial.com/contact daily 0.75 2021-04-27 https://silveroakleaffinancial.com/process daily 0.75 2021-04-27 https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009645667-GS1EJZ51DKFW23L4L4TK/Process+step+1%3A+Understand+Financial+Circumstances Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009776569-S36A66PPDH8T4KL7B8NW/Process+Step+2%3A+Identify+Financial+Goals Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009802570-S46DU52EMS1WMD86BYSX/Process+Step+3%3A+Analyze+Financial+Course+of+Action Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009857189-UBFMKXACLEN0AHEJZRHF/Process+Step+4%3A+Develop+Financial+Plan+Recommendations Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009873802-EF60SLVBREOLGJM048VY/Process+Step+5%3A+Present+financial+recommendations+to+client Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009990977-VZCKCBJQT3W2KZ5D1C1V/Process+Step+6%3A+Implement+Financial+Plan Process https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1613009906628-ADXW3A5BSEV6FHMSKOK4/Process+Step+7%3A+Monitor+Financial+Progress Process https://silveroakleaffinancial.com/military daily 0.75 2022-11-18 https://images.squarespace-cdn.com/content/v1/6015bbd22e514a5b86eba7de/1619011162676-DPNZL68VBLOEM4BSULYX/Military+Financial+Services+Beaufort+SC Military - Financial Services for Military Personnel & their families Applying the Marine Corps Planning Process and Operational Design…to your finances. Although Military service provides countless opportunities, it also presents many challenges: moving to a new duty station; choosing to rent, buy a home, or live on base; transferring children to a new school; helping a spouse find a job; deciding what to do with your bonus, and ultimately-when to hang up the uniform. How you make these decisions will directly impact your ability to enjoy the same freedom that you’ve protected for others. Having someone on your team with the unique knowledge and experience gained through 27 years of military service can be a tremendous advantage. At Silver Oak Leaf Financial Services, we use first-hand knowledge and lessons learned to help you make smart financial and career decisions so that you can enjoy financial freedom. We specialize in: Military Pay and Benefits Thrift Savings Plan (TSP) Blended Retirement System (BRS) Legacy Retirement System Servicemember’s Group Life Insurance (SGLI) Survivor Benefit Plan (SBP)