Business Owners
Linscomb Wealth specializes in helping entrepreneurs and business owners. We understand your unique challenges and can help you secure your own financial future, apart from your business.
Common challenges:
- Your wealth, is likely to be overly concentrated in your business.
- You’re too busy focusing on business to give separate attention to your own financial life.
- You want to make sure your lifestyle and future are not overly impacted should an unexpected event negatively impact your business.
- You need help with an exit plan for your business.
- You need asset protection strategies.
- You’d like to save more on taxes, when possible.
- You want help with retirement planning for your valued employees.
We’ll help you get organized and feel confident about your future.
Key Services:
- Comprehensive financial planning
- Investment management
- Tax-efficient investing
- Succession planning
- Retirement planning
- Education planning
- Estate planning
Learn more about how Linscomb Wealth can help you achieve your goals.