Business planning Reducing Risks Associated with Entrepreneurship

At Sophia Financial, we understand that as a business owner, you have unique needs. From disability insurance to insuring the life of a business partner as part of a buy-sell agreement, we can help you reduce some of the risks that come with entrepreneurship. We can establish corporate investment accounts to help build your company’s net worth and work with your tax specialists to create unique tax efficient retirement scenarios. If your business has four or more employees, we can also develop, implement and monitor pension and benefit plans that suit the need of your business partners and your employees.

When divorce made me a single mom, Tracy’s emotional support and wisdom were invaluable. Sophia Financial’s focus on education and ownership gave me control of my new life and even helped me through the process of launching my own successful business.
JILLIAN BICEPresident and CEO, Bloom-Enjoy Yourself