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Business Owners

At Life Planning Group, we understand what it takes to establish, nurture, and protect a successful business. By taking a comprehensive approach to planning, we provide a holistic menu of strategies to help you focus on what you care about most: your core business. Only 2% of companies may know their true value*, but when you work with our professionals, you’ll know more than where things stand. You’ll know what opportunities are in store for you and your team.

Whether you just started a company, are preparing to sell your firm, or are seeking employee benefits to reward and retain your key talent, we can help you and your business in every way. We also proudly partner with women business owners and provide solutions tailored to their firms’ unique needs. While women own nearly 10 million firms and employ nearly 8 million workers across America**, they continue to be a vastly underserved group in the financial world 1. At Life Planning Group, we are driven to correct this trend and provide the guidance, resources, and expertise female business owners deserve.  

In addition to providing leading benefit solutions for your executives and employees, we can help you prepare for a liquidity event with confidence. Whether your firm’s transition is fast approaching or barely on the horizon, preparation is essential. From selecting the right advisors and initiating forward-thinking tax plans to aligning your key team members and more, we will ensure the ultimate transition is as seamless as possible.

Like a private thinktank, we serve as an objective resource to help your business select and develop strategies that maximize its potential and efficiency. When you partner with Life Planning Group, you receive more than financial strategies. You gain a partner and steward to maximize the potential and longevity of your firm.

*IBIS World, 2014

**“Resources.” Women Business Owner Statistics |

Only 2% of companies know their true value. Find out what your business is worth. * *IBIS World (2014)