Why is Your Business Important? 

Small businesses make up 47.3% of private sector employment and are responsible for 64.9% of all net new job creation, making them the backbone of our American economy. 

You’ve worked hard to build  your business and make it successful. As your continue to grow and change, we are here in consultative capacity to help you structure, grow, and transition your business in the best way possible. 

BUSINESS FORMATION AND STRUCTURING 

If you’re starting a new businesses or restructuring an existing businesses, there’s a ton of decisions to be made. We can provide  guidance on the best type of entity to establish and the tax and legal implications  to be aware of. 

EMPLOYEE COMPENSATION AND BENEFITS 

Health Insurance, 401(k) / retirement plans, Executive Bonus plans? We are the go-to resource for employee benefits, retirement planning, and executive compensation. We can help business owners and managers develop and implement innovative solutions that help them retain and compensate key personnel. 

INSURANCE AND RISK MANAGEMENT 

We make insurance work for you and your business by identifying your coverage needs and recommending best insurance products suited for that purpose. Insurance Products are offered through Copperwood Insurance Services, Inc., an affiliated entity under common ownership with Copperwood Financial, Inc.

ACCOUNTING AND TAX PLANNING 

While we don’t directly provide tax preparation and accounting, we work closely with your Accountant and CPA to make sure that your business structure meets your needs, and is providing you with the most benefits for your situation. We’re forward-thinking planners with a focus on developing long-term tax savings strategies for your business, both in the present, and the future.