Business Owners

When it comes to running a business, your professional and personal finances are inextricably linked. We work with small business owners to balance these worlds, providing a comprehensive level of service that allows them to focus on building their business rather than the details of their finances.

We work with small business owners to develop integrated and personalized plans that address all of their financial and personal obligations, as well as helping their employees prepare for retirement. We assist you in focusing on running your business by helping you plan and manage finances like company retirement plans, succession plans, insurance strategy, and investments.

At GRANTvest Financial Group, we are business owners too – we have first-hand knowledge of the challenges you face. Through years of experience, we’ve come to understand which challenges can have the largest impact on your business’s bottom line.