Centerline Wealth Advisors

Guiding you on a path to financial success.


Business Owners

 

Centerline's core services include investment and financial, estate planning, retirement planning, risk management, cash flow and budget, assistance to loved ones, income tax planning, and exit planning.

Core Services

 

At Centerline Wealth Advisors, we enjoy helping successful business owners coordinate the financial details of their operation, so they can focus on accelerating their enterprise value.

 

Our Core Services take you through the process of crafting a personal financial plan to analyze all areas of your financial life.

 

 

 

 

 

 

Areas of Focus for Business Owners

 

In addition to the Core Services, our experience working with other successful Business Owners has helped us identify specific areas of focus.  We work with you, hand in hand, in these areas with the goal of enhancing your personal and financial life.

Cash Management- How should I protect and grow my operating cash?
Succession Planning- How will my business survive if I am not at the wheel?
Exit Planning- How can I maximize the value of my business and transition it when I'm ready?
Corporate Retirement Plans- How do I best save taxes and retain key employees?

 

 

 

 

 

Click here to learn about our customized Exit Planning program:Biz2Beach Exit Planning Program


Give us a call at (502)242-1561 or send an email to info@centerlinewealth.com if you would like to learn more about how we can help you meet your goals.