Small Business Owners

Running a business is challenging enough
without having to worry about your finances.
We do that worrying for you.

For your business:

Most small business owners have a broad range of responsibilities, often handling multiple business functions at their company. Their professional expertise usually relates to their proficiency in the services and products their company provides.  However, in order for their company to grow and remain successful, they also need to address business areas including financial, managerial, human resources, and even marketing and sales. Employee benefits are often outsourced to a third-party firm that offers standard retirement plans with little thought as to optimal tax strategies tailored to business owners.

We work with small business owners to provide advice and services tailored to your business and financial situation, including tax reduction using IRS-approved plans tailored for small businesses, benefits advice, insurance planning, and financial management. 

For you:

As a small business owner, your time is primarily consumed by your company responsibilities. Managing your own finances and investments often becomes an afterthought. 

CWS is positioned to help small business owners manage their personal financial situation, much of which is tied to their business. We provide a full range of financial services to business owners, including tax reduction, retirement income planning, estate planning, debt management, and insurance. Every business owner’s financial issues are unique, and we work with you to craft a financial plan relevant to your situation and life.