Business Owners

At Videre Wealth Management, we understand that whether you’re the owner of a business with a few employees or several dozen, you likely have similar financial planning priorities when it comes to your business.

As a business owner, you are likely concerned with:

  • Conducting business efficiently and with the right employees
  • Selecting the right retirement plan for you and your employees
  • Investing outside the business
  • Safeguarding business and personal assets, as well as the succession of your business.

We help our clients assess: 1) whether their personal assets are properly diversified, 2) if they are offering competitive retention plans to their employees and if it is the right retirement plan for them, and 3) what would happen to the business if they were no longer able to run it. We have more than 30 years of experience helping clients address these and similar concerns.

If you have any questions or concerns about your plans for the future, give us a call for an initial review with no obligation.