First Command Financial Services works with small-business owners whose wealth is tied up in the company and who are thinking about succession or a sale. The questions are specific, and so are the answers.
What we usually help with
- Separating business wealth from personal wealth
- SEP, SIMPLE and solo 401(k) plans
- Planning a sale or succession years ahead
- Cash flow for an uneven income
- Buy-sell agreements
How First Command Financial Services works with business owners
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Military retirement planning, TSP rollover to an IRA, Survivor Benefit Plan election.
Who We Help
This article is general financial information only, not investment advice tailored to your circumstances. Investing involves risk, including loss of principal. Before making any financial decision, consult a qualified professional about your specific situation.