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financial services for

Business Owners

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Plans for ENTREPRENEURS

At Acorn & Oak Wealth Management, we understand the unique challenges and opportunities that come with owning and running a business. Our range of services is specifically designed to support business owners in achieving both their business and personal financial goals. We offer simple, clear, and professional guidance to help navigate the complexities of business finances.

Futures Secured for You and Your Employees

Setting up for success

Financial services for businesses differ significantly from personal financial services in scope and complexity. We'll help you manage the overall financial health of your company, including cash flow management, employee benefits planning, tax strategies, succession planning, and retirement plan management. These services are tailored to address the unique needs of businesses, such as maintaining liquidity, maximizing profits, and ensuring long-term sustainability.  We can help you with the broader financial structure of a company, not just your personal check book.

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Employee Benefits

A well-structured employee benefits plan is key to business growth and staff retention. We assist in creating tailored plans, including health insurance, retirement savings, and wellness programs, to meet your team's needs and support your business goals.

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Dream Today,

Success Tomorrow

As a business owner, your personal and business finances are often intertwined. We focus on holistic financial planning that addresses both your immediate needs and future aspirations. Whether it's cash flow management, investment strategies, or planning for business growth, we're here with you every step of the way.

03

Thinking Ahead

Offering retirement plans can be a game-changer for small businesses. We help in setting up SEP and SIMPLE plans that benefit both you and your employees, securing financial futures and fostering a culture of loyalty and stability.

Partnering For a Brighter Future

Working with us is a collaborative, ongoing process. As your life changes, so will your financial plan. We're committed to being your trusted advisor every step of the way, adjusting and fine-tuning your plan to suit your evolving needs.

More Offerings

Succession Planning

Succession planning is essential for the long-term sustainability of your business. We assist in creating a seamless transition plan, ensuring your business continues to thrive even when you're ready to step back.

Navigating Complex Tax Requirements

As your business evolves, so do the complexities of taxation. Our expertise lies in developing efficient tax strategies that minimize liability while ensuring compliance with changing tax laws and regulations.

Growth Amidst Challenges

Running a business today requires more than financial skill; it demands a strategic approach to overcome legal, tax, and market challenges. Our service includes comprehensive planning for your business's financial health.

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