You Worked Hard to Build Your Business. Make Sure it Works for You.

Owning a closely held corporation or small business can create tremendous financial advantages beyond the income it generates through operations. Pivar Financial Group will help you maximize your retirement savings, plan for insurance needs, manage your overall wealth, and even map out a transition plan when you’re ready to sell your company.

Retirement Savings

Depending on the structure of your company and other variables, you could potentially accelerate your retirement savings through increased employer matching and other strategies. We’ll show you how.

Insurance Needs

Would your business be able to continue operating if one of its most important employees—including you—were to die or become incapacitated? We can help you secure “key person” life and disability insurance, which replaces that lost revenue while a new employee is found or a sale is pursued.

Wealth Management

For many business owners, much of their wealth is in the value of their company. Can you access some of that wealth without leaving or selling your business? And once you do exit, how will you maintain your income and manage things like insurance? We can help you answer these questions and more.

Transition Planning

When you sell, transfer, or buy a business, having the right plan makes all the difference—whether your goal is to extract the wealth you created, maximize income from your new company, or anything in between. We’ll provide guidance and design strategies to help achieve your goals.