Business Owners

At Braemar, we have a special place in our heart for business owners. Having departed from a large entity to create our own model, we know what is involved in operating a successful business on a day to day basis. We bring all of our expertise to the table and develop solutions in the following:

Company employee benefit plans- their compliance to federal guidelines, and their efficiency in providing benefits to employees as well as significant tax savings to the owners.

Asset protection strategies- creating degrees of separation between the owners and their assets, planning for the unexpected with regards to the business partners and their families who benefit from the business.

Dynamic financial planning- specializing in financial planning for individuals with staggered or uneven incomes to help make sure the assets will be there to re-create the desired lifestyle in the later years of life.