Business Owners

Business owners are the savvy, hard-working backbone of our communities. Typically, business owners are wrestling with two main areas when it comes to finances:

How can I maximize my personal savings for my family’s future?
How can I reduce my business’s taxes and help my employees with retirement?

Many business owners want to save the most they can and reduce their taxes but struggle with the time to research the options or the expertise to navigate the tax and labor laws. They are looking for help understanding their options and implementing them so they can focus on their family and business.

Does this sound like you?

It’s been our pleasure to serve many business owners over the years and help them address these two financial areas because in addition to our personal financial planning expertise, we also help business owners setup and manage 401(k) plans for their company.

These services can help business owners maximize their own retirement contributions and reduce their personal taxes as well as reduce business taxes and give their employees a highly-valued benefit. Our faith-based Kingdom(k) retirement plans allow business owners and their employees to save for retirement using investments that align with their values with our LightPoint Portfolios.

If you’re a Christian business owner who’d like to save more for retirement and reduce your personal and business taxes, contact us for a complimentary “get to know you” call!

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Does this sound like you?

It’s been our pleasure to serve many business owners over the years and help them address these two financial areas because in addition to our personal financial planning expertise, we also help business owners setup and manage 401(k) plans for their company.

Education and resources

Christian Retirement – Planning Life After A Career

Should my small business offer a 401(k) plan?

Retirement: A Time of Purpose and Impact

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