Business Owners

Taking care of you is our business. The financial advisors at Sapiat Asset Management take pride in the close working relationships they build with hard-working business owners.

 

We know what it takes to start up and operate a business successfully. After all, we are business owners too. As a business owner, your business is probably your most important asset. Its financial success has a huge impact on your family’s future and financial security. We are acutely aware of the financial challenges and regulatory pressures you are facing. It can be very stressful. A good financial plan can go a long way in easing some of that stress. We can design, implement, and manage a financial plan for you so you can do what you do best – take care of business.

 

How can we take care of you?

 

Financial Planning

  • ERISA Plan Evaluation & Design
    • SEP IRA
    • SIMPLE IRA
    • 401(k) Plan
    • Pension Plan
  • Succession Planning

 

Asset Management

  • Business Accounts
  • ERISA Plan Management (Employer Sponsored Retirement Plans)
    • SEP IRA
    • SIMPLE IRA
    • 401(k) Plan
    • Pension Plan

 

Insurance Management*

  • Buy-Sell Agreement Funding

Sapiat Asset Management is not a lender or broker-dealer. Sapiat Asset Management can advise & design various plans, but execution may be referred to properly licensed third parties.