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Strategies to help make the most of personal and business financial situations.

Strategies to help make the most of personal and business financial situations.

We know business owners face numerous decisions every day regarding their company and employees. And it’s easy enough to get caught up in the day-to-day decisions of managing your business that you might not have the time to focus on your financial strategies. We work to help ensure your personal finances will be as well managed as your business, and our WealthVision technology allows you to monitor your progress along the way in real time.

Whether you’re starting, growing, or retiring from your business, Cappuccino Financial can help ensure that whatever path you pursue next is the right one for you, your business, your family, and your goals.


Personal Financial Planning and Wealth Management

  • Comprehensive financial planning for executives and other highly compensated employees

Retirement Plan Services

  • Employee census and proper plan determination (401(k), SEP IRA, SIMPLE IRA, Solo K)
  • Education in investment allocation
  • On-site training for employees (finance 101)

Business Succession Guidance

  • Continuing the Business
  • Choosing a Successor
  • Managing Debt
  • Helping Minimize Tax Consequences

Resources Offered Through our Strategic Partners

  • Lending / Lines of Credit / Margin Accounts
  • Tax Planning and Financial Statements
  • Establishing Business Credit
  • Liability Insurance
  • Executive Development Training
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