For Our Business Owners / Wealth Accumulation
Wealth Accumulation
We help business owners grow & safeguard personal wealth alongside the success of their companies.
Our goal is to avoid having too much of your financial life tied to a single business outcome. We guide investment strategy so personal assets are diversified beyond the business. This helps reduce concentration risk & supports long term financial stability.
We coordinate tax planning in advance to help anticipate key liabilities & structure strategies within legal limits that support cash flow and long term growth. We also encourage disciplined use of debt & clear separation between personal and business borrowing, while coordinating insurance & succession strategies to protect income & long term value.
LPL Financial and LPL representatives do not provide tax or legal advice.
For Our Business Owners
Tax Planning
From business income to retirement accounts, self-employed planning has its own playbook. We help you understand the choices & coordinate with your CPA.
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Retirement Planning
Many owners expect to sell their business for retirement, but that price is uncertain. We help you build personal financial security outside the business as you go.
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Separation of Finances
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.
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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.
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.
Talk With Simon · simon@calfp.com
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