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Business Owners


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Small business owners face unique financial challenges and are generally occupied full-time with managing their business.  Their personal success depends heavily on the viability and success of their business.  A lack of personal financial planning can negatively impact a business owner’s retirement and estate plans. Even a one-person company needs a financial plan.

TWM can tailor a financial plan for you which includes:

  • Estate Issues
  • Tax planning opportunities
  • Business succession planning
  • Buy/Sell Agreement
  • Insurance needs
  • Retirement/Investment planning

To find out about the type of service and experience we can offer, please read some of our customer TESTIMONIALS to hear what they have to say.

To learn more about the Process of working with Twerdun Wealth Management please see OUR PROCESS.