Business Owners


Business owners take a higher risk approach to their careers.  The rewards of owning a business can be wonderful, but the path to success is stressful and fraught with potential pitfalls.  At Three Oaks Capital we understand what it's like to be in your shoes.  Our customized financial planning services help you take advantage of the unique opportunities that come with business ownership.  We help small business owners maximize potential tax benefits, minimize risk, utilize the best fitting company retirement plan, and align their business with their long term financial objectives.

Typical Issues We Assist With

• Budgeting & dealing with inconsistent cash flow
• Managing credit
• Company retirement plan selection & integration with personal goals
• Insurance & risk management
• Tax minimization strategies