Financial Advisor & Wealth Manager
For Business Owners, as well as other successful professionals.
Small Business Owners
Small business owners have distinct financial needs compared to traditional W2 employees. Various business structures offer limited liability protection, provided that there is a clear separation between business and personal finances and corporate formalities are observed. These structures often include benefits such as the Simplified Employee Pension Plan (SEP), SIMPLE IRA, or 401(k) which necessitate correct setup and investment management. A comprehensive financial plan for these owners should assess the business to optimize all available benefits, like Health Savings Accounts (HSAs), health insurance, and other merited employee benefits. For fractional CFO services for the business, please visit our sister company - Islands East Financial Solutions.
Successful Professionals
Islands East Advisors (IEA) primarily caters to the unique needs of small business owners. However, the firm extends its services beyond this groups, with a significant number of clients coming from various professional backgrounds. IEA is inclusive and offers detailed financial and investment guidance to all professional households seeking such expertise.
401(k) Retirement Plan Advisor
Business owners who provide a 401(k) retirement plan for their employees are required to hire an Advisor for consultation on their plan. At IEA, we offer complimentary reviews of your current 401(k) plan to assess whether you or your employees are paying excessive fees. We often discover that many companies are overpaying for the services provided by their current Advisor. At IEA, we partner with ADP or Guideline to offer customized retirement plans with affordable fees, saving your company money and leaving more of your employees' savings in their accounts.
Memberships & Partners
