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Small Business Solutions

At Cornerstone Wealth Services, we work closely with small business owners, including those who work for themselves or own family businesses. We understand that you have unique money challenges. That's why we offer special services, like helping manage retirement plans for your employees, taking care of emergency cash reserves, planning for taxes, and guiding you when it's time to sell or step away from your business. We believe it's not just about the money you earn, but the money you keep. Our main goal is to help you save more and to make sure your retirement plans are on track while you're running your business. If you're dealing with tax planning, filling gaps in your retirement savings, or planning how to exit your business smoothly, we're here to help. Our job is to help you keep more of your hard-earned money and make you feel confident about your financial future for your business and yourself.

  • Employer sponsored plans (401K, 403b etc) implementation and ongoing management
  • Non-Qualified Deferred Compensation Plans
  • Cash Balance/Pension retirement planning
  • Advanced liquidity strategies
  • Business exit planning
  • Business tax structures
  • Advanced tax planning