Matthew O'Neil Cfp® Chfc® Email & Phone Number

As a small business owner myself, the biggest pain that we face each year is the tax bill owed for running a successful business. “The biggest fear we have is someone or something impacting our ability to take care of our family. The "secret" is having the knowledge and strategy to ensure that the costly decisions are not the detrimental ones. Most advisors that work with small business owners typically focus on growing your net worth through investing your money. The inherent conflict of interest is that they are paid based off the investment they manage not the biggest investment in your life, which is your business.As business owners, a 6.5% inflation rate hits home more, people cost more, the cost of doing business is more, and to top it all off, so are our taxes. Successful business owners pay over 37% in taxes, which could be used instead to bolster their business. For the last 10 years, I’ve specialized in assisting fellow business owners, reduce their tax liability, optimize all facets of their business, while growing their legacy and net worth. This gives them more time to grow their business not run it. How Can I Help: ▅ I coordinate your professional team, your CPA, attorney, and insurance professionals to ensure all parties are making recommendations that go directly toward you and your businesses goals. ▅ Customize retirement plan benefits to mitigate taxes, retain employees, and address the needs of key employees.

Listed skills include Financial Planning, Wealth Management, Retirement Planning, 401K Plan Advisor, and 5 others.

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  Michigan State University

  Business Administration And Management, General