Business Owners

Business Owners

Mowinski Financial has the products and services necessary to cater to the unique needs of business owners, providing the planning and strategies seeking to help your business grow and expand. We work on financial plans, benefits, retirement, and/or insurance needs for their companies. This often evolves into comprehensive financial planning for their individual needs, including succession planning or guidance on exiting their business.

What is an Entrepreneur? | Harbert Magazine

Areas to consider in your profession often include:

  • The type of disability and life insurance you put in place.
  • The type of retirement plan you open.
  • Succession planning.
  • Benefits planning.
  • Customized financial planning.
  • Employee retention.
  • Debt management.
  • Risk management.
  • Investment management