Integrated Financial Planning for Business Owners in Huntsville

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Integrated Financial Planning for North Alabama Entrepreneurs

Business owners in Huntsville and across North Alabama face unique financial planning questions. Your personal wealth and your company's success are deeply intertwined, and the right answers are critical to building long-term, generational wealth.

We help you find those answers.

Financial Planning Questions We Answer for Business Owners

Our holistic planning process is designed to address the complex questions that keep you up at night:

  • How do I create passive income from my business?

  • Which business retirement plans (like a Solo 401k or SEP IRA) make the most sense for me and my employees?

  • Am I taking full advantage of the unique tax opportunities available to business owners?

  • How do I build a successful exit plan that maximizes my company's value?

  • How much should I invest back into my business versus diversifying into other opportunities?

Our Solution: An Integrated Plan for Your Business and Life

Uncovering the right answers starts by assessing your complete financial situation—both business and personal.

We then craft a unique, integrated plan to accomplish your goals. Our process is designed to:

  • Reduce your overall tax burden with proactive strategies.

  • Invest intelligently by balancing your business and personal assets.

  • Protect you, your family, and your business from major risks.

  • Build a roadmap to your ultimate financial goals, whether that's financial independence or a successful exit.

A No-Commission, Fee-Only Partner in Huntsville

We’re different. We are a fee-only financial advisor, which means we never accept commissions. Our advice is always unbiased and in your best interest.

We combine this fiduciary, no-commission approach with simple digital experiences and in-person, professional guidance right here in Huntsville.

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Business Retirement Plan Options for Huntsville

Business owners have a variety of choices for retirement plans that cover themselves and their employees. But which one is right for your situation? It depends on your business and personal goals. Our guide to the various options covers:

  • Solo & Safe Harbor 401ks

  • SEP & Simple IRAs

  • Profit Sharing Plans

…and more. Get the FREE guide here:

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Get the Business Owner Retirement Plan Guide
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Three Simple Steps to Start Working With Capital Stewards:

  • In 20-30 minutes, we simply get to know each other. We ask questions to better understand your situation and goals. If you feel our services are a fit for your needs, we schedule a free one-page plan assessment.

  • We gather basic information from you to build a unique assessment of your situation. We deliver a “one-page plan” of recommendations that are yours to keep. We often address key concerns right here! Then we discuss a proposal for a financial planning workshop to fully address your retirement, investing and wealth planning concerns.

  • Ahead of the workshop, we use digital tools to gather information and fully assess your financial situation. We provide professional expertise and guidance to fully address your biggest retirement, investing and wealth management challenges. We create a roadmap to achieve your goals and discuss how to implement your plan moving forward.

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