Broker Check

Business Owners & Self Employed

Your business is likely your largest asset, but more important, it is your life's work. As a business owner you have risks, but also opportunities unique to the self-employed. Sextant Wealth Management will work with you to ensure that you have:

  • Chosen the proper entity for running your business, one that protects you and your business, but also maximizes the retention of your earnings.
  • Appropriate and sufficient insurance in order to mitigate the risks specific to your business.
  • Selected the best retirement plans for you and your employees, improving your prospects for reaching your retirement goals.
  • An exit strategy in place, a succession plan or positioning your business for sale.