Financial Planning for your Small Business

Three Bearings Fiduciary Advisors can assist you with your financial planning for your small business. Our financial advisors provide expertise with operations reviews, retirement programs, succession and continuity planning.

Business Operations Assistance

When a small business represents a significant portion of a your net worth, we can assist you by reviewing your current operations with an eye toward increased efficiency, a reduction in expenses, and other means to facilitate a better financial picture for your business.

Company Retirement Programs

We can review your existing or contemplated retirement programs in order to optimize your pre-tax retirement contributions. We can help you decide if a SEP-IRA, a SIMPLE-IRA or a Keogh plan is the best match for your business. We can then assist you in setting up the chosen retirement plan.

Succession Planning

We can help to develop a feasible owner succession plan for your small business.

Business Continuity Planning

We can help you develop a business continuity plan that addresses how you may be able to continue operating your business in the event of a total destruction of your office building.

We invite business owners in NH, ME, or MA areas to contact us to learn how to take advantage of our investment advice to better position your business for growth.