Running a business comes with its own set of challenges and rewards. Effective business planning not only helps ensure the long-term success of your company but also creates a strategy for personal wealth management. At Stone House Financial Branch | CI Assante Wealth Management, we work with entrepreneurs and business owners to create comprehensive, customized plans that align both your business goals and personal financial objectives.
Business planning isn’t just about profitability—it’s about building a sustainable enterprise that grows, thrives, and secures your personal future. Whether you’re just starting, planning to expand, or looking toward succession, we’re here to help you create a plan that works for your unique business needs.
Your business is often closely tied to your personal financial situation. A comprehensive business plan will be designed to help protect your personal wealth, while also addressing how the business can support your future goals.
Business planning allows you to create a tax-efficient strategy for both your business and personal finances. From tax-deferred growth to reducing business taxes, we work with you to help maximize your resources.
We work with you to develop a personalized business plan that focuses on your company’s growth, profitability, and long-term sustainability. We analyze your business and personal financial needs, working to support effective alignment between the two.
Whether you plan to pass your business on to family, sell it, or wind it down, we help create a succession plan that supports a smooth transition and is designed to help enhance the value of your business. Our goal is to help make sure your hard work continues to provide for you and your family.
We help identify the risks that could impact your business and personal wealth. Through insurance planning, key-person insurance, and asset-focused strategies, we aim to help manage risk to both your company and your personal wealth.
We provide guidance on managing capital, scaling your business, and creating strategies to help you maximize profitability while managing risk. Whether you’re looking to expand operations, hire new employees, or invest in new products, we aim to align your growth strategy with your long-term goals.
Our team of financial professionals brings experience in both business and personal wealth planning, taking a comprehensive approach to help address key areas of your financial life.
At Stone House, we build long-term relationships with our clients. We don’t just create a financial plan and walk away—we work with you over time to help keep your plan aligned with your evolving goals and changes in your business or life.
