Financial Advisor & Wealth Manager for Small Business Owners
As well as other successful professionals.
Preparing clients for a more secure and prosperous future.
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) or SIMPLE IRA, 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. Many owners, preoccupied with daily operations and lacking a CFO, need assistance with their financials. At IEA, we support our business clients in maintaining their accounts, balancing business growth with retirement planning, observing corporate formalities like annual Board meetings, updating business plans annually, managing cash flow, establishing and monitoring KPIs, conducting risk analysis, and planning for business succession. This is all in addition to our normal personal financial planning processes.
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.
All Stages of Life
No matter your stage in life, reach out for a no-obligation consultation today. IEA holds the belief that everyone is entitled to financial advice. The greatest advantages often arise from initiating this process early in your career. However, it is never too late to begin planning for a future where you can live free of financial stress.
Memberships & Partners
