Broker Check

Business Owners

Business owners have many additional opportunities from a financial point of view. The mission of the Optometric Resource is to help guide business owners to maximize opportunities both today and in the future while minimizing risk and taxes. Every business is different; however, many business owners have similar decisions relating to maximizing value while minimizing risk and taxes, several key strategies are:

  • 401(k) Plans
  • Measures to protect business from unforeseen circumstances
  • Key employee incentive plans
  • Profit sharing