For Business Owners


  • A CFP® CKA® Partner to support, encourage, educate, and help you gain confidence in all financial decision making
  • Regular communication to monitor status
  • Proactive follow up and timely problem resolution from friendly and knowledgeable support staff
  • A cloud-based, 24-7 accessible and secure place to store and display comprehensive financial information for clarity
  • Holistic review of Values, Goals, and Objectives
  • Risk tolerance analysis
  • Comprehensive Financial Planning update, account aggregation, document vaulting, display, and monitor
  • Estate Planning Support
  • Business succession and continuity planning review / solutions
  • Coordination with valuation services
  • Key employee compensation and protection review / strategies
  • Buy/Sell review / solutions
  • Retirement Plan Analysis, tracking, and maintenance
  • Gifting Strategies
  • Restricted / concentrated stocks / options review / strategies
  • Mortgage review, analysis, and education
  • Tailored Investment Management that supports your Values, Goals, and Objectives
  • Market and economic updates, newsletter, timely information
  • Quarterly videos of our Viewpoint YouTube Channel
  • Referrals to tax, legal, mortgage, and other professionals as required