Business Planning
Protecting your business interests means being prepared for the unexpected.
Business Planning
Protecting your business interests means being prepared for the unexpected.

Owning a Business

For many people, owning their own business is a dream come true. But, managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams.

Often the dreams of many, owning a business can be rewarding. However, managing your own business takes much more than hard work. You need a plan that addresses the needs of your business throughout every stage. As a business owner, you undoubtedly have specific financial priorities. Protecting your business interests means being prepared for the unexpected. To synchronize your personal and professional goals, we suggest you begin by drafting a one-page business succession plan.

Managing taxes

As your goals and financial situation change, there may be new opportunities to reduce your taxable income. We’ll help you find them.

Retirement plans and other employee benefits

The right retirement plan can provide tax benefits and help you attract and keep high-quality employees. We’ll help you find it.

Business succession planning

How will you transfer your business when it’s time to move on? We’ll help you plan for a smooth transition.

Business protection

Protecting your business means being prepared for unexpected situations. Together, we’ll create a plan to help guard against financial losses resulting from employee departures, disabilities or other disruptions.

Galleon Financial Planning Services

Interested in our services? Speak with a certified financial professional.


Ext — 1444

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Business Retirement Plans

Whether you are a sole proprietor looking for a SEP IRA, or a larger company with many employees interested in exploring retirement plans for your …

Business Solutions

When your business was first started, it was a long process. It took a lot of work. Now comes the next phase—achieving a sustainable level of growth. While we cannot know your products and services nearly as well as you, we offer our own special services to help you achieve long-term growth, increase the amount of cash that your business generates each month, and operates more efficiently.

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing excess business profits. Once you open and fund an account, your investment manager will work with you to develop a portfolio of securities that is professionally managed based on your goals and objectives.