Financial Solutions for Business Owners
Running a business comes with big decisions and even bigger responsibilities.
As financial planners, we work alongside business owners to help them navigate the financial challenges and opportunities that come with entrepreneurship. Whether you're launching a new venture, managing day-to-day operations, or planning for long-term growth, we provide strategic guidance tailored to your unique goals.
How We Help
Employer-Sponsored Retirement Plans
As your business evolves, so should your retirement plan. Even if you’ve already established a plan, it’s worth reviewing periodically to ensure it still aligns with your company’s size, goals, and workforce needs. Whether you operate as a sole proprietorship, partnership, LLC, corporation, or nonprofit, I can help you evaluate and refine your retirement strategy.
We’ll explore plan options that fit your business structure and objectives, including:
- SIMPLE IRA
- SEP-IRA
- Profit Sharing Plan
- 401(k) Plan
- Cash Balance Plan
- Payroll Deduction IRA
- Roth IRA
Risk Management and Insurance Services
As your business evolves, so should your retirement plan. Even if you’ve already established a plan, it’s worth reviewing periodically to ensure it still aligns with your company’s size, goals, and workforce needs. Whether you operate as a sole proprietorship, partnership, LLC, corporation, or nonprofit, I can help you evaluate and refine your retirement strategy.
Through arrangements with third-party insurance companies, Aurora Financial Consultants offers products including:
- Group life and long-term disability
- Voluntary life insurance
- Group long-term care
- Major medical individual health
- Executive carve-out disability
- Individual or business-owned life insurance
Employee Financial Education
Offering great benefits is only part of the equation—your employees also need to understand and appreciate them.
If your team doesn’t fully grasp the value of their benefits, they may not take full advantage of what you’re providing. That’s where we come in.
Through engaging financial education workshops, we help employees better understand their benefits and how those benefits contribute to their overall financial well-being.