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.
- 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
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.
Recent News & Articles
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and Newport Beach, CA, and Charleston Investment Advisors in Mt. Pleasant, SC.
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation.