Why Islands East Advisors?
Why Islands East Advisors?
Why Islands East Advisors?
- Dual Expertise: IEA offers personal financial planning & investment management services, while our sister firm (Islands East Financial Solutions) provides strategic business financial services - giving you a 360-degree view of your financial world.
- Retirement Plan Advisory Services: If you are thinking about adding a 401(k) or other retirement plan to your business, let us help you decide the best vehicle for your goals and we will set it up for you.
- Strategic Planning. Not Just Investing: We go beyond portfolios to help you build a business that supports your life goals.
Who We Help
Why Islands East Advisors?
Why Islands East Advisors?
- Growth-Focused Entrepreneurs: Whether you're scaling, hiring, or expanding, we help you plan for sustainable growth with the use of our sister company, Islands East Financial Solutions.
- Lifestyle Business Owners: Want to maintain flexibility while building wealth? We help you balance business and personal priorities.
- Exit-Minded Founders: Planning to sell or transition your business? We help you prepare financially and strategically.
- Solo Operators: As a solo operator, you may not feel the need to scale while you earn a great living without reporting to someone else. But retirement planning is even more crucial since these owners typically have no prospects of selling the business.
Why Business Owners Need a Different Approach
Why Business Owners Need a Different Approach
Why Business Owners Need a Different Approach
- Income Volatility: Your cash flow isn't predictable - your financial plan shouldn't assume it is.
- Tax Complexity: Business owners face unique tax planning opportunities and risks.
- Retirement Planning: There are many retirement investment vehicles available to you - we help you build retirement through business value and other strategies.
- Business as an Asset: Your business is likely your largest investment. We help you manage it like one.
How We Work With You
Why Business Owners Need a Different Approach
Why Business Owners Need a Different Approach
- Integrated personal and business financial planning
- Virtual meetings with flexible scheduling (including evenings and weekends so you can manage your business during business hours)
- Collaboration with your CPA, attorney, and internal team
- Strategic FP&A and consulting services through our sister company, Islands East Financial Solutions.