Local Financial Planning Expertise for Business Owners

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Financial Planning Answers for Alabama Entrepruners

Business owners face unique financial planning questions:

  • How do I create passive income?

  • Which retirement plans make sense for my business?

  • Am I taking advantage of unique tax opportunities for owners?

  • How do I build an exit plan that maximizes value?

  • How much should I invest in my business vs. other opportunities?

The right answers are critically important to building long-term wealth. Uncovering those answers starts by assessing your business and personal financial situation. Then we craft a unique plan to accomplish your goals, reduce taxes, invest intelligently, and protect you from major risks.

We’re different because we combine a no commission, fee-only approach with simple digital experiences and in-person professional guidance.

Read our Guide to Business Retirement Plans below or start a conversation with us!

Business Retirement Plan Options

Business owners have a variety of choices for retirement plans that cover themselves and their employees. But which one is right for your situation? It depends on your business and personal goals. Our guide to the various options covers:

  • Solo & Safe Harbor 401ks

  • SEP & Simple IRAs

  • Profit Sharing Plans

…and more. Get the FREE guide here:

Three Simple Steps to Start Working With Capital Stewards:

  • In 20-30 minutes, we simply get to know each other. We ask questions to better understand your situation and goals. If you feel our services are a fit for your needs, we schedule a free one-page plan assessment.

  • We gather basic information from you to build a unique assessment of your situation. We deliver a “one-page plan” of recommendations that are yours to keep. We often address key concerns right here! Then we discuss a proposal for a financial planning workshop to fully address your retirement, investing and wealth planning concerns.

  • Ahead of the workshop, we use digital tools to gather information and fully assess your financial situation. We provide professional expertise and guidance to fully address your biggest retirement, investing and wealth management challenges. We create a roadmap to achieve your goals and discuss how to implement your plan moving forward.