Be secure in knowing you’re represented by some of the best financial minds — helping to guide you through every stage of your life.
Entrepreneurs are often so busy running their businesses, they forget to plan for their own fiscal future — and that of their enterprise. The need for a personal financial plan for you is as important as a strategic plan is to your business. Brinton Eaton’s formidable resources in the areas of financial, tax and estate planning, and investment management are available to help you protect the assets you’ve spent your career building. Working alongside your business banker and accountant, we:
- Conduct a cash flow analysis and financial plan that evolves with you
- Create a diversified investment plan for you and your business
- Help you grow investable assets while you grow your business
- Determine the best way for you to finance large purchases (e.g., college, weddings, etc.)
- Plan for succession
- Consider life and disability insurance on key participants in the business
- Establish foundations
- Strategize before and after a major liquidity event, e.g., the sale of your business
- Assemble the right implementation team, including a personal financial advisor, business banker, lawyer, and accountant
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