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Bridging Your Personal Finances
with Your Business Goals

Are You Looking to Focus Your Financial Strategy?

As a business owner, you’ve worked hard to grow your business, and you face unique challenges on an everyday basis. The decisions you make not only affect the future of your business, but they can have implications on your team and your family.

Simplifying Your Financial Complexity

Our team specializes in the hurdles that business owners are up against. We can work with you to define your goals and create a plan to get you where you want to be both personally and professionally.

Defining 1, 3, 5, 10 and 20-Year Goals

Together, we’ll sit down and talk through your short-term vision and long-term goals for your business and personal life.

Investment Management

We can build a portfolio based on your objectives and risk tolerance, and we can carefully oversee and adjust your investments ongoing using our disciplined process.

Navigating 401(k)s and Well Beyond

We can review or establish your organization's retirement plan(s), including 401(k), profit sharing, defined-benefit and deferred compensation. We will help you determine the best structure and combination.

Succession Planning

Do you have a plan for your business’s future? We’ll assist you in creating a plan to pass on your business and can also help you navigate the process of buying and selling.

Creating Insurance Solutions

From business protection to key personnel, our insurance team delivers solutions that are customized to your team and business.

Cash Balance Plans

This defined benefit plan can significantly increase tax deferrals. We have the knowledge and experience to help you navigate these more lucrative retirement plans.

Identifying Special Tax Issues and Opportunities

Taxes represent both a challenge and opportunity for business owners. We strive to identify ways you can minimize tax liability and keep more of what you and your business earn.

Protecting the Equity Built

Building equity has taken time and dedication. We’ll create strategies to structure your business to safeguard your personal assets and that of your business.

Taking Care of Your Finances

So You Can Focus on Leading Your Business and Living Your Life

At PlumTree Financial, we’ll work closely with you to understand your needs and help you find a balance between living well today while preparing for tomorrow. We see simplifying your financial life as a platform for helping you experience life with the peace of mind that comes from knowing your wealth is adequately cared for.

How Can We Help?

Whether you have specific goals in mind or you’d like to learn more about what we offer, we’re happy to talk through your concerns and questions.

Schedule Time to Talk