Business Owners

We Help Business Owners With Wealth Management to Achieve Life Goals

Payne Wealth Partners Consultation
Payne Wealth Partners Consultation

Payne Wealth Partners helps Business Owners achieve their business AND family financial goals

As a business owner you are responsible for making your business thrive, and providing for your family’s present and future needs at the same time. Meanwhile, many variables beyond your control can put your financial life at risk. Payne Wealth Partners is purposefully structured to help you meet the financial challenges you face as a business owner.

We are ready to be YOUR financial partner, with the experience, expertise and commitment to help you:

  • Find the right balance to fulfill both your business and personal goals
  • Protect and enhance your wealth for today and tomorrow
  • Assist you in developing an appropriate business exit strategy
  • Best manage your resources for what matters most

Business owners better understand their complete financial picture when they take advantage of our focused expertise. That experience and commitment will help provide a strong platform to help you make wise, informed decisions along the way.

Our Team specializes in helping you with concerns such as these:

  • My business entity is my largest asset—what diversification factors should I consider when plotting its future?
  • Can I afford to give or sell a portion of my business to family members or loyal employees?
  • What strategies will lessen the blow of income and estate taxes on my balance sheet—particularly my business value—over my lifetime?
  • How can I retain key managers to ensure business continuity?
  • What retirement plan options will allow me greater deferral opportunities while still treating employees fairly?

Payne Wealth Partners’ professional advisors will customize our services to fit your needs. We want to build a relationship that puts your best interests first.

Disclaimer – These case studies are for illustrative purposes only. They are not based on a particular client’s circumstances and are not personal advice. As this information has been prepared without considering your objectives, financial situation or needs, you should consider its appropriateness to your circumstances. You should seek assistance from your financial adviser before acting on this information.

For more insights read through some case studies…

Life Transition

The bulk of my wealth is tied up in my business, and I know it cannot be left to risk. How can I transition from being a business owner to my next phase in life on my own terms?

Cash Flow Management

Determining how to prioritize cash is perplexing considering all we are balancing: college funding, maintaining a comfortable lifestyle, preparing for retirement, making debt payments for our business and real estate loans and keeping cash available for projects to help our business continue to grow.

Service Business Exit

My business is service related, and I am worried when it comes to retiring there won’t be an option to sell the business or transition it to new owners. How can I ensure I am financially ready for retirement independent of my business entity?

Payne Wealth Partners is ready to help you and your family’s future.

We offer complimentary consultations to understand your needs for your future.

Your complimentary consultation will include:

  • Discovery and verbalization of personal values
  • CERTIFIED FINANCIAL PLANNER™ professional to identify potential solutions to better your life
  • Uncovered current costs
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Business Owners June 20, 2012

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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