Business Owners

Thoughtful planning today can make a substantial difference on future outcomes — for you, your partners, employees, and heirs.

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As the value of your company grows, your financial complexity and that of your enterprise will likely increase. Allium’s business owner services help to put the future in focus, with expertise from CFP® Professionals across four key areas.

99% of advisors only provide Financial Planning*.

At Allium, we go far beyond that with a comprehensive approach we call Holistic Planning. Here's how it works.

Succession Planning

A successful transition plan can protect your business. More importantly, it gives stakeholders peace of mind that in the event of life changes, the company may be more likely to continue to succeed.

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Cash Management

We’ll help you determine what cash management solutions you need while leveraging investment strategies to help enhance return potential.

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Retirement Planning

We provide retirement benefit planning, education, oversight, and ongoing fiduciary management to help you and your employees meet your goals.

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Risk Management

It’s important to identify, assess, and safeguard against unknowns and liabilities to manage unnecessary risk to you, your partners and the business’ value.

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