Business Owners

Plan for Long-Term Growth and Success

You’re constantly balancing daily operations, long-term growth, and the well-being of your employees—all while planning for your own financial future. At Balanced Financial Concepts, we provide personalized financial guidance to help you navigate challenges and take advantage of opportunities, offloading the complexities so you can focus on running your business.

Simplifying Financial Complexities for Business Owners

You likely have lots of questions about planning for your business's success and growth. Here are some of the questions we can help you answer:

How do I choose the best retirement plan for my employees and myself?
What should I consider when creating a succession plan for my business?
How can I balance reinvesting in my business with saving for my personal financial goals?
What steps can I take to minimize taxes for my business and myself?
How do I plan for business growth without overextending my resources?
What happens to my business and assets if something unexpected occurs?

Resources to Build Your Small Business

We've compiled a resource library to help you with research and planning for your small business needs. A glossary of terms, articles, and resources are available for you.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

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Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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What types of small business owners does Balanced Financial Concepts typically work with?

We work with businesses with 20 or fewer employees, ideally located in Northeast Ohio. Industry doesn’t matter — what matters is you and your goals.

How do you help business owners balance personal and business financial planning?

As a business owner, your business is intended to fund your personal goals, at least eventually. You probably wear a lot of hats and may have much of your wealth tied up in your business. Just as we do financial planning for you personally, we also do planning for your business. Our job is to help you separate the business hat and the personal hat, so you can focus on what you do best — running your business.

Do you offer guidance on setting up retirement plans or benefits for employees?

Absolutely. One of the biggest benefits you can offer your employees is a company retirement plan. What better way to attract and retain high-quality employees than giving them an easy way to save for their future? Which employer-sponsored plan — SEP-IRA, SIMPLE IRA, or 401(k) — makes the most sense depends on your business, your employees, and your goals

Get Where You Want to Go

Explore our full range of personalized services designed to guide you through life’s transitions and help you pursue your financial goals.

Our Services

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About Us

Our independent, fiduciary planning firm provides first-class planning to support the lives clients envision.

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Our Approach

At Balanced Financial Concepts, we take a relational approach to help clients thrive in their life and legacy.

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Our Team

Our objective advisors genuinely love to help clients, educating and helping them create a balanced plan.

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