Business Owners
Helping Build Financial Security Beyond Your Business
Running a business takes everything you have. Your time, your energy, and your own capital. While you’re focused on growing your company and taking care of your employees, your personal financial security and the future of your business need attention, too. We work with business owners to build strategies that aim to protect what you’ve built and help you plan for what comes next, whether that’s growth, transition, or retirement
Financial Planning for Business Owners
Your business and personal finances are deeply connected. We help you keep your own well-being front and center while you focus on the success of your company.
Self-Employed Retirement Plans
When you’re self-employed, you’re responsible for your own retirement security. We help you choose and implement a retirement plan, such as a SEP IRA, Solo 401(k), or SIMPLE IRA, that lets you save while reducing your current tax burden.
Small Business Retirement Plans
Offering a retirement plan helps you attract and keep good employees while building your own nest egg. We guide you through options that fit your budget and help you understand the costs, tax benefits, and what’s involved in running a plan.
Business Continuity & Succession Planning
What happens to your business if something happens to you? We help you think through the financial implications of unexpected disability, retirement, or ownership transition
Second Generation Planning
Transitioning a family business to your children is about more than just paperwork. We work with families to coordinate the financial and tax aspects of passing the business to the next generation. As a second-generation business ourselves, we understand how important this is for you and your loved ones.
Employee Education
Your retirement plan is only valuable if your employees use it. We provide ongoing participant education and 1:1 advisory sessions so that your staff can make informed financial decisions.
Independent Advisors. Your Independent Future.
Feel confident about your finances. Contact Klinkhammer Financial for a complimentary portfolio review and financial planning consultation.
Klinkhammer Financial
8353 210th St. West, Suite 201
Lakeville, MN 55044