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Business Planning

At Optimize Financial, we understand the breadth of opportunities and challenges that you as a business owner may face.  Our team of experts will work closely with you to understand your business needs and goals.  We will assist you in optimizing all available strategies and resources to grow your wealth and accomplish your personal financial goals.  Optimize Financial will also help you apply for and take advantage of business lending when productive for business growth and innovation.

At Optimize Financial we understand the complexities of starting a business so we provide guidance on selecting the most appropriate entity type, such as a sole proprietorship, partnership, corporation, or LLC. We will help you weigh the pros and cons of each option and make an informed decision with the help of your CPA that aligns with your business objectives and your personal financial plan.

We also offer assistance with QuickBooks and tax planning, to help streamline your financial operations and maximize your tax savings. Our team will also work with your accountant to optimize your accounting and payroll, and provide guidance on how to keep accurate financial records to prepare for tax season.

In addition, we help you select and create your company retirement plan.  Whether it's a 401(k) or a Defined Benefit Plan (DBP), or another retirement plan option, our team will facilitate the entire process for you and work closely with your plan administrator to guide you through the process of setting up your plan, choosing investment options, and ensuring that the plan meets all regulatory requirements.

We love seeing our business owners succeed personally and in their businesses! 

Contact us today to schedule a consultation and discover how we can help you reach your financial goals.

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