Financial Planning for Business Owners & Entrepreneurs

As your business grows, so do your financial needs. At Beacon Pointe, we specialize in providing innovative financial strategies customized to the unique needs of entrepreneurs and business owners. We understand that the journey of entrepreneurship is both rewarding as much as it is demanding. As you navigate from the startup phase to scaling your business, the complexities of financial management can become increasingly critical. From retirement plan management to business valuations and equity considerations, exit strategies, and tax implications, our Beacon Pointe advisory team can help to ensure you know your options and are confident you can make informed future decisions. Let us help you protect your family and your business with a tailored plan that considers your full financial picture.

List of Financial Service Offerings – Designed by Entrepreneurs, to Serve Entrepreneurs.
  • Insurance Planning
  • Equity Considerations
  • Liquidity Oversight
  • Estate & Healthcare Planning
  • Succession & Exit Techniques
  • Tax & Capital Gains Strategies
  • Retirement Planning
  • Investment Guidance
  • Risk Management
  • Defined Benefit Plans
  • Buy/Sell Agreements
  • Asset Protection
Leading with ‘Excellence in Entrepreneurship’

Beacon Pointe CEO Shannon Eusey was honored by the Orange County Business Journal (“OCBJ”) at the 22nd annual Entrepreneurship Awards. Entrepreneurship has always been very important to Shannon and her father Garth Flint. From receiving a “B” on her graduate school business plan for what was the genesis of Beacon Pointe, to founding what is now one of the largest Registered Investment Advisors (RIA) in the country. Click here to learn more.

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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