For Our Business Owners
From business income to retirement accounts, self-employed planning has its own playbook. We help you understand the choices & coordinate with your CPA.
Owners often plan to fund retirement by selling their business. But change happens & sale prices are not guaranteed. We help you build personal financial security along your way.
Mixing business & personal money can put your family at risk. We add structure & work with your CPA so S Corp pay and distributions follow the rules.
Growing wealth as a business owner takes more than strong profits. We help you bolster investments, reduce risk & plan so your personal finances aren’t held hostage by your business.
Every owner faces financial risk. We help you plan for personal stability and coordinate insurance reviews with licensed professionals, so surprises do not become financial disasters.
Life does not always follow the plan. We help you build personal stability and coordinate insurance reviews with licensed professionals, so surprises don’t become disasters.
Your business may be your largest asset. Succession planning helps clarify who takes over and how value is preserved for your family, partners, or key employees.
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
What Clients Say
“Simon is extremely knowledgeable. With unpredictability in the markets, he calmly answers all our questions and working together we determine the best strategy.”
Team Leader MGM Studios, Age 45 · Los Angeles · 06/26/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Talk With Simon · simon@calfp.com
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