Business - Financial Planning for Business Owners

Business Financial Planning & Consulting Services

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our first priority is helping you take care of your business and your employees.

Business Services

  • Retirement Plan Administration
  • Business Financial Planning
  • 401(k) Plan Services in California
  • 401(k) & Retirement Plan Selection
  • 401(k) Portfolio Management
  • Retirement Plan Selection

Featured Business Financial Planning Services

  • Retirement Plan Design
  • Benefit Design (Group Health, Pre-Tax Plans (Cafeteria Plan), HSA, HRA
  • Business Development Planning
  • Retirement Plan Selection
  • 401(k), Profit Share & Small Business Retirement Plans
  • Investment Portfolio Design or Analysis
  • Commercial Insurance Planning & Risk Management
  • Buy Sell and Executive Compensation
  • Business Operating Expense Disability 
  • Business Owner Disability Planning

Plan for Disability

A disabling event can potentially put your small business or medical practice out of business. The Advisor's at Blosser Harrison will work with you to design a revenue protection approach that can potentially cover not only your income but all your business operating expenses too.

Plan for Taxes

As you already know, being a business owner in California doesn't come without paying your fair share of taxes. Let our financial advisor's work with you to design an efficient tax planning strategy to help you reduce your tax liability. We have helped clients throughout California design Profit Share plans to 401(k) plans in order to lower their taxes.

Plan for Succession

Many small and medium sized business in CA are partnerships,  corporations or non profits with partners. What do you do if your partner passes away? Will your business sustain? Will their spouse be your new partner? Is there a trust involved? These are just a few aspects to a partnership that need to be considered carefully. The team of advisors and consultants at Blosser Harrison will work carefully with you to design the proper key man or succession plan. 

Plan for Change

Are you searching for an Advisor Consultant to help you change your current 401(k), or retirement plan provider? Or perhaps this is your first time considering hiring an Advisor to help you with your business? Take 30 minutes to talk with Andrew Kerr, our founder and financial advisor about the many benefits to working with a fee only financial advisor for your California business.

Request A Free Consultation for Your Business

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