Broker Check

Business Owners and Non-Profit Managers

WomensWorth is committed to providing the most comprehensive financial strategies for you, your family and your business or your not-for-profit organization

Your business may be your single greatest financial asset. Implementing strategies that lead its continued growth is key to securing your, your loved ones', and your employees’ futures. We work with owners at all stages of the business life cycle, from establishing a sound financial foundation to ensuring smooth business succession, monetizing your business and transition into retirement.

We work with many family-owned and small businesses to help them plan for business continuity and plan for challenges, such as taxes, legal fees, and family discord that might interfere with the smooth transition and continuity of a business.

 Our Services include the following:

  • Business valuation
  • Business succession and exit planning
  • Group and executive benefits
  • Asset protection
  • Tax reduction strategies
  • Retirement planning

Here are some of the business issues a business owner or organizational leaders confront and their solution:

Attracting and Retaining Key Employees and Contributors –
What are the best and most cost-effective methods for hiring and retaining your key people? We provide a one-stop process for comprehensive group life, health and disability coverage, and retirement plans. We design, implement and service corporate benefit programs, and assist with analysis of need for liability (property and personal) workmen's compensation insurance. There are many options all of which have financial, personal, tax, and estate planning consequences. Let our specialists help you decide on the best course of action.

Employee and Executive Benefits –
Whether medical benefits or performance-linked executive bonus plans, many business owners and managing executives find that their existing plans fall short of achieving specified goals for executive managers and leadership.  Let us review your existing plans and make recommendations for improvement.

Estate and Legacy Planning –
Our Team, in conjunction with the legal and tax professionals in our Business Resource Center, work collaboratively with you to create and implement strategies designed to maximize the value of your business and the value of your estate.

*WomensWorth does not act as an ERISA fiduciary.