Financial Planning for Small Business

As a business owner, I don’t have to tell you that you wear a lot of hats. Southernmost Financial Group can add to your business by providing attractive employee benefits, tax strategies, and low cost business valuations in case you are taking on partners or loans. We can also help with business succession planning, retaining your key employees, and taking money out of the business for yourself in a tax advantaged way. To learn more about strategies specific to your goals, reach out to us for a free consultation.

  • Business Valuations
  • Buy/Sell Agreements
  • 401(k) Plans
  • Executive Bonus
  • Deferred Comp
  • Golden Handcuffs
  • Succession Planning
  • BOLI (Business Owned Life Insurance)
  • Pensions


Discover the Keys
to your Financial Success!

Our advisors work to guarantee that our clients can live their best life in their later years. Speak with us about your retirement goals, plans, and how to replace your paycheck when you retire to the warmer weather.  We offer a no-charge no-obligation consultation.  Schedule yours today!

Schedule a FREE Consultation