Helping Entrepreneurs Achieve Success

Reduce Risks.
Maximize Opportunities.
Protect Your Dream!

As an Entrepreneur, you understand the commitment required to turn your dream into reality. The late nights, unexpected setbacks, the uncertainty, but those trials didn’t stop you and they never will.

We help entrepreneurs plan for growth. Most importantly, we help protect what you’ve worked so hard to achieve.

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Strategies for reducing tax obligations and maximizing savings

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Employee benefit evaluations and strategies

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Analysis of company legal classification

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Exit strategies based on sale, succession or retirement

Tax Strategies

Our objective is to find things commonly missed and reveal things many others aren’t aware of.

Design retirement plans to maximize owner’s pre-tax deferrals
Review company tax filing status
Employing your kids in your business

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Employee Benefit Planning

Attracting and retaining great employees starts with a comprehensive benefits package that doesn’t break the bank.

Group employee benefits
Retirement solutions
Benefits for select employees
Creative solutions for healthcare

Risk Management

Owning your own business comes with any number of risks. Knowing which ones are worth keeping and which ones you should transfer is key to protecting what you’ve built without breaking the bank.

Manage concentration risk
Liability coverage
Protect business from loss of owners or key employees

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Exit Strategies

The payoff for many entrepreneurs comes at the end. Collaborating with a professional and planning for life after the business is a crucial step for any entrepreneur.

Estate planning
Liquidity planning
Exit strategies

The dictionary describes an entrepreneur as “a person who organizes and operates a business or businesses, taking on greater than normal financial risks in order to do so.” Our comprehensive financial planning for business owners uses our robust planning process, but takes into account those unique risks in addition to the opportunities available only to business owners.

A business is an extension of the family in a lot of ways and sometimes very directly. It has its own income, expenses, risks, rewards and a retirement date which often depends on outside economic and personal circumstances.

Comprehensive Business Planning Lifecycle
	Startup	Growth	Mature	Exit
Risk Management	Protect against business liability Protect business from loss of owners or key employees	Expanded protection against loss of owners and key employees	Expanded protection against loss of owners and key employees	Review/transfer protection plans
Employee Benefits	Group medical plan Group life insurance Group disability	Group Benefits Group Disability Group Dental Additional group benefits Voluntary group products Basic retirement plans Selective retirement and benefits programs Employee benefit communication programs	Selective disability protection Long-term care insurance Selective retirement/benefit programs	Review/transfer benefits
Business Succession		Buy-sell agreement	Review buy/sell agreement	Exit strategy
Personal Planning	Protect income stream Protect family Retirement plan	Review personal needs for owners	Review personal needs for owners Estate planning	Review personal plans for owners Review estate plans

Why Daviman Financial?

Our advisors hold multiple industry accreditation's, which means, we are well versed in advising you on the following topics.

AIF®, ChFC®, CLU®, CFP®, MSFS

Have Questions? Schedule a Free Consultation.

Investing

What rate of return should I expect?
How “safe” is the stock market?
How much risk should I be taking?
Roth IRA / 401k or Traditional IRA / 401k?
How do I diversify my investments?

Financial Planning

How much should I be saving for retirement?
When can I retire?
Will I run out of money?
How do I save for my kids’ college education?
What should I be doing in my business to lower my taxes?

Insurance

How much life insurance do I need?
Should I take the group disability policy offered through my work?
If I retire before 65 what are my options for health insurance?
What does a personal umbrella liability policy protect me from?
At what age should I consider long term care insurance?

Life Events

Life happens and often it has a way of impacting our goals. We help you plan for the ones you dream about and navigate the challenges it can throw at you. Either way, we're here to help you.