Services for Businesses & Business Owners
Connect Your Business Decisions With Your Personal Financial Plan
Running a business brings financial decisions that affect both the company and the people who depend on it. James Mehok helps business owners consider retirement, investments, cash flow and transitions in the context of their personal goals, working with their tax and legal advisers where appropriate.
Retirement Planning for Business Owners
For owners preparing for life beyond the business, we discuss your retirement timeline, expected spending, savings and sources of income. We consider how a future business transition may fit into your personal financial plan, so retirement decisions can be reviewed alongside the goals you have for the business and your family. Explore retirement planning.
Business Retirement-Plan Considerations
For owners evaluating retirement plans, we discuss your savings goals and how a plan may fit the business’s circumstances. We review the questions that matter to your decision, including costs, responsibilities and the connection to your own retirement strategy, with input from your tax and legal advisers as appropriate. We will clarify the scope of available assistance during our conversation.
Succession & Business Transitions
For owners thinking about stepping back, transferring ownership or a future sale, we discuss how the timing and financial implications of a transition relate to your long-term goals. We coordinate the financial planning conversation with your legal and tax professionals, who advise on agreements, transaction structures and tax consequences.
Business Cash Flow & Debt Planning
For owners balancing business demands with personal priorities, we discuss cash flow, debt obligations and upcoming financial needs. The aim is to understand how these commitments affect your ability to save, invest and prepare for retirement, and to consider their tradeoffs within your broader plan.
Personal Investment & Wealth Planning for Owners
For owners managing wealth outside their business, we develop and review a portfolio based on personal objectives, time horizon and tolerance for risk. We discuss how business ownership and concentrated positions fit alongside other investments, and how your strategy may need to evolve as business or family circumstances change.
Coordination With Your Tax & Legal Advisers
Business and personal financial decisions often overlap. We work with your tax and legal advisers to consider retirement, succession and wealth planning decisions together. Your attorney and tax adviser remain responsible for legal and tax advice; our role focuses on the financial planning and investment considerations within the agreed scope of our relationship.
Looking for personal or family guidance? Explore services for individuals and families.
Start With Your Priorities
Your first appointment typically lasts 30 minutes to an hour. In-person meetings are available by appointment only in Crown Point, Indiana. Phone and video meetings are also available.
Or call (219) 400-0485. Learn how we work together.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.