BUSINESS OWNERS

& ENTREPRENEURS

WHETHER PLANNING FOR YOUR BUSINESS, EMPLOYEES, YOURSELF, OR YOUR FAMILY, WE'RE HERE TO HELP

BUSINESS OWNERS

ENTREPRENEURS

Our team understands that the financial issues that face business owners are complex and numerous. Since deciding to start your own business or transitioning into an ownership role, you’ve had to be laser focused on providing the best product, service, and experience for your customers, and your stakeholders.

It is our mission team to provide you with that very same level of focus, attention, and support in continuing to grow your success.

Whether your business is in its infancy, or you are making critical decisions to ensure its success after you retire, there are numerous benefits of working with a financial planner. With your goals in mind, let’s have a conversation about some of the below Key Business Strategies and how we may help in creating a better future for you, your family, your business, and your employee

KEY BUSINESS STRATEGIES

​As a business owner, executive, or key employee, your role in the business is often as crucial as the business' role in your financial life. Understanding the different financial decisions and opportunities available to you will help you to best provide for yourself, your family, your team, and your business. Let our team help you address the key business strategies relevant to you.

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  • Compensation Planning

  • Employee Retention Strategies

  • Executive Bonus Planning

  • Risk Management Strategies

  • Employee Benefits

  • Succession Planning

  • Retirement Planning

  • Estate Planning for Business Owners

Ready to start the conversation? Learn more about our team or schedule a consultation now!

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411

Edge Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

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