Business Owners
Wearing too many hats?
Running your own business is demanding.
Day-to-day business operations can leave little time to consider issues like long-term planning. The Aldrich Wealth team can help you think about what you want to accomplish in your career, what you want for your family and the kind of ongoing work that might satisfy your entrepreneurial desires, covering all career possibilities and how different opportunities align with your interests and long-term goals.
Corporate retirement plans
Corporate retirement plans can help business owners and their employees save for retirement and minimize taxes. Our professionals have the years of experience and depth of expertise to serve the wide variety of needs each plan faces, advise plan fiduciaries, lighten the administrative burden, help mitigate fiduciary risk and provide advice for participants to take control of their retirement outcome.
Learn more about our corporate retirement plan services here.
Financial planning
Aldrich Wealth can help you create a comprehensive financial plan that accounts for your goals as both a business owner and an individual. Our team can help you design a transition plan for your business, whether that be in the coming months or 20 years down the road. We can also ensure your plan allows the freedom to support family members and explore charitable giving. Aldrich Wealth can introduce you to a skilled insurance professional for the appropriate life, long-term care and liability coverage.
Entrepreneurial ventures
If you have the desire to start another business, Aldrich Wealth will work with your legal advisors to help you define the best way to structure your involvement, balancing the opportunity for gains against the need to protect your family’s financial future. We can also work to help you set up a credit line on your investment accounts, thereby giving you the flexibility to support your new business without liquidating assets.
Insights for Business Owners
Client Success Story
Meet Our Professionals
K. Scott Barchus joined Aldrich in 1994 and founded Aldrich Wealth and Aldrich Retirement Solutions in 1998. His primary responsibilities include firm management in his role as president of both companies. Scott has a broad array of expertise in both the corporate retirement plan industry and in areas related to working with high-net-worth individuals. Scott…
Scott's EXPERTISE
- Certified Public Accountant
- Personal Financial Specialist
- High-net worth individuals
- Investment management
- Financial planning
- Fiduciary responsibility
- Corporate plan design and administration
Corporate Retirement Plans
Take your personal and company retirement plan off your plate.
Establishing an employee benefits program that meets your needs as an employer as well as the needs of your employees is a challenge facing many business owners today.
