For Business Owners

Discover More Time For Your Business And
Reduce Stress Over Keeping Your Finances On Track

You are a successful business owner. 

Or you may be a professional such as an oral surgeon, an architect, or lobbyist with your own practice.  You have a corporation and are thinking about business succession, acquiring businesses or practices, leasing space, or buying space.

You may be looking for someone you can rely on for the long-term management of your financial resources. You enjoy being engaged in financial planning and investments, but prefer to turn over the details to a trusted advisor. You have a minimum of $500,000 to invest.

Goal-Focused Financial Wealth Management

You may be seeking a strategic process for financial wealth management with goal-focused planning to keep your investments on course.  In addition, you may be looking for a customized strategy that exactly matches your needs and desires.  And you may be searching for a financial advisor who can coordinate all of your financial affairs.

Also, you would like to add to your business an informative professional who understands valuation, the prudent use of leverage, and the tactics of negotiation.

Extra Time And Energy For Your Business

Above all, our clients have a passion for their businesses.  They appreciate most the extra time and energy they can devote to making their businesses the best they can be.  They seek advice from us on a variety of business solutions including:

• The allocation of financial resources in a manner consistent with their goals


• Comprehensive retirement planning that helps to ensure a financially independent retirement


• Succession planning (including transition strategies for family businesses that treat fairly both the children working in the business and those not involved so that all family members are happy)


• Estate planning (helping them to monetize their business and pass it on in ways that they desire)


• Tax advantaged investing


• Employee benefits


• Risk management

Ease Of Moving Cash

The business owners we work with tend to move cash around a great deal whether for business transactions or large personal purchases.  We can make this process easier.  Through Raymond James, for example, we are able to provide extremely competitive borrowing rates on margin loans for suitable clients.

To benefit from greater order and organization in your finances, we invite you to call on the 54 years of combined experience the professionals at Abel Financial Services provide.  

You can call 225-408-4000 or contact us here.