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Planning For Business Owners

Many of our clients are business owners just like us.  We take great pride and find joy in sharing ideas with them that they find useful and profitable.  Specifically, we work with business owners in important areas like:

  • Key Man Coverage
  • Buy-Sell Agreements
  • Retirement Benefit Plans
  • Succession Planning

If you own your own business and have not addressed your business needs in these critical areas, please contact us. 

RockBridge Wealth Management is positioned to assist you in developing a strategy to maximize your opportunities, reduce potential capital gains on the sale of a business and introduce techniques to convert the business sale proceeds into a reliable income stream.