If you’re a business owner, you probably know how it feels to be spread too thin.

Together, we can help to reduce that strain, so you can operate more coolly and efficiently. We’ll help you navigate the technical aspects of business ownership, so you can:

Focus more on the work you love — and less on financial nitty-gritty.
Seek to lower your business investment risk.
Assist with the design and implement a tax-savvy retirement plan for you and your employees.
Coordinate with professionals to help reduce your business liability and value your business for sale.

Resources for business owners:

Download our succession planning guide for small business owners

Download our guidance for retirement plan sponsors

Talk to an experienced financial advisor

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(Modera has a $1M minimum.)

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