Entrepreneurs and Small Business Owners

Why not be the boss of your retirement? We partner with other professionals to offer services specifically aimed towards business owners and their questions, such as:

  • How should I structure my business?
  • Should I start a retirement plan through my business? If so – what kind?
  • What tax-saving strategies are available for my business?
  • How do I structure succession planning for my business?
  • Is my family protected from my business liabilities?
  • I’m interested in selling my business, how can I do that in the most tax-efficient way?

Cestia Wealth takes care of the investments for you. We partner with CPAs and others to build a team that helps you with these complex needs.