As a business owner, you face unique financial challenges and opportunities. From managing cash flow and employee benefits to planning for growth and succession, your financial decisions have a lasting impact on your business and your personal wealth. At Imagine Advisors, we specialize in helping entrepreneurs and business owners navigate these complexities with confidence.
Our team understands the demands of running a business. We offer tailored strategies and hands-on support to help you:
1. Retirement Plans for Business Owners
We design and implement tax-advantaged retirement plans—such as Solo 401(k)s, SEP IRAs, and SIMPLE IRAs—to help you and your employees save for the future while reducing your tax burden.
2. Executive Benefits & Key Person Insurance
Protect your business from the unexpected and reward your top performers with executive bonus plans, key person insurance, and non-qualified deferred compensation strategies.
3. Business Succession & Exit Planning
Whether you’re planning to sell, transfer, or pass your business to the next generation, we help you create a clear, tax-efficient succession plan that preserves your legacy.
4. Risk Management & Insurance Consulting
Safeguard your business with comprehensive insurance solutions, including liability, property, and buy-sell agreement funding.
5. Cash Flow & Tax Planning
Optimize your business’s cash flow and minimize taxes with proactive planning and ongoing guidance.
As independent, fiduciary advisors, we put your interests first. Our holistic approach ensures your business and personal financial strategies work together—so you can focus on what you do best: growing your business.