Business Owner Services
CONSULTING SERVICES FOR THE UNIQUE
NEEDS OF A BUSINESS OWNER
• Business Valuation Service
• Succession and Exit planning
• Retirement Benefits and Analysis
• Key Employee Insurance Analysis
• Buy/Sell Agreement Insurance Analysis
OTHER SERVICES
Investments & Insurance
We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.
Retirement & Financial Independence Planning
A continuous process that works towards creating and sustaining wealth for multiple lifetimes.
Family Legacy Planning
At Traditions, we believe legacy is about more than financial assets, it also includes the values, principles, memories, and life lessons a person leaves behind.
Trust & Estate Planning
We know estate planning can be confusing and hard to talk about. That is why we integrate estate planning into everything we do.
Tax Planning
We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.
Business Owner Services
A business can create substantial wealth, and take care of your family for multiple generations. We seek to help business owners enjoy those rewards.
Resources for Business Owners
Expand your knowledge. Find articles and resources that relate to business owners here.
Visit our Resource Center for additional information and topics.
Create a Plan for Death and Taxes
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
A Family Enterprise Approach to Generational Wealth
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...