Case Studies: Business Owners

We Help Small Businesses Flourish

Age: 57

Profession: Entrepreneur


Client came to Barrister for help with personal financial planning and employer benefits. Goals included retirement, estate planning, tax minimization, and cost-savings on employee benefits.


After completing a personal financial plan, which included modeling out personal spending and company distributions until retirement, as well as an introduction to an estate planning attorney, we focused on the business. We were able to change the group medical provider and save the company significant premiums. Further we recommended the employer implement a retirement plan allowing them to save more for their own retirement and reduce income taxes.

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FAQ’s for Business Owners

Have a question? Please read our top FAQ’s below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.

What is financial planning?

Financial planning is assessing your entire financial picture and advising you on how to achieve your short- and long-term financial goals.

How do you help business owners?

We can help business owners stay competitive by choosing comprehensive healthcare benefits and quality 401k plans, retaining top talent with employee educational programs, and growing their businesses with investment advisory solutions.

Why do I need a financial planner?

As a small business owner, you have a lot on your plate. Barrister can focus on managing your finances, freeing up more time for you to focus on growing your business. We can help you choose the best group healthcare plans to keep your team healthy, make sound investment decisions to scale your company, and avoid potential risks down the road.

How do you get paid?

We offer one-time, monthly, and annual fee structures.