BUSINESS OWNER SERVICES

If you own or operate a business, you are well aware of the unique set of challenges and strategies needed to help increase your profitability without overly complicated procedures. Our advisors are equipped to help you do just that.

Retirement Plan Strategies:

Matching the right plan for your business is not a guessing game. 401(k) plans are not one size fits all and there are numerous other plan types (SEP, SIMPLE, Cash Balance…) that may be more suitable. Our professionals seek to help you work towards your goals through a plan tailored exclusively for your business. From there, we will work with you to seamlessly implement the plan and provide access to ongoing plan monitoring.

Insurance, Tax, and Risk Management Strategies:

Whether you are just starting your business, in your prime, or looking to cash out, there’s a need for proper protection and planning. We can help you in all of the following areas and more:

  • Business Succession Planning and Tax Strategy

  • Life Insurance Analysis and Review

  • Disability Insurance Analysis and Review

  • Personal Liability Insurance Review

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and Bo Harris Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.