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Strategic Small Business Planning

Signet Strategic Small Business Planning

Small-business owners are driven to make their companies successful. They are always looking to innovate their businesses while trying to seize every opportunity. But that single-minded focus can take a toll on other aspects of life, including managing one’s personal finances.

Signet Strategic Wealth Management, Inc. understands small business. We are a small business, and we have been providing financial planning for business owners and businesses for over 20 years.

In creating financial plans for Business Owners and entrepreneurs in all types of businesses, we seek to understand which personal financial issues keep business owners up at night and detract from their focus on their companies during the day. With our knowledge and experience, we can help alleviate this stress and confusion by assisting partners in the management of a business owner’s long-term financial future.

Our comprehensive financial planning services for small-business owners considers both family priorities and business needs. We carefully develop financial plans that take advantage of opportunities to build confidence for entrepreneurs and their families. Our services include:

• Asset allocation and ongoing investment management advice
• Retirement plan design and selection
• Risk management
• Estate planning
• Cash flow management
• Planning for new investors, partners or successors

Together we will develop and monitor a long-term financial plan designed for your unique needs allowing you to so what you do best: Grow your company. For more information, contact

CalSavers Retirement Savings Program

Are you small business owner with five or more employees? If so, you need to be aware of the new California state law that goes into effect June 2022.

 The new law requires that all business with at least five employees to either sponsor a retirement plan similar to a 401(k) or register for CalSavers, the state’s automatic IRA program.

 Learn more about the new law, how it impacts your business, potential punishment for non-compliance, and what choices are available to you in this informative video.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.


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