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Small Business Owners

For many, owning your own business is part of the American Dream. Running your own business, though, takes a lot more than just hard work; and the Do-It-Yourself drive that helped you start your business will not serve you well when it comes to managing the many financial issues created by that business. You need a financial plan that can help you to address the financial needs at every stage of your business life cycle and that takes into account your personal financial goals and dreams.

Whatever your financial priorities are as a business owner, Akamai Investment Advisors has the resources and experience to address them. With access to a full range of customized strategies that can help you create and preserve your own personal wealth through the many tax-advantaged options available to business owners. We will help you to align your personal and professional financial goals through customized financial planning strategies.

  • Workplace Retirement Plans: 401(k), SEP, SIMPLE
  • Key Person Insurance
  • Executive Bonus Plans
  • Buy-Sell Agreements
  • Tax-Favored Investments
  • Life & Disability Insurance

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