Small Business, Big Needs

Owning a small business has its rewards, but increases the need for financial planning


The last two years showed us the importance and delicacy of small businesses. They are a pillar in the communities they serve, but require constant focus and attention to run smoothly, especially during challenging periods.


Business owners have special challenges when it comes to financial planning – both at the company and personal level. Entrepreneurs often exhibit differentiated risk profiles and highly customized planning needs. Their plans involve additional, complex, variables compared to a more traditional scenario.


As a small business ourselves, we can relate to the specialized care needed when it comes to wealth protection, cash flow analysis, tax strategy, investment management, and the additional stakeholders involved in planning decisions. Our partners at eMoney created a video addressing the needs of small business owners.



This content was created by a third party. All opinions, comments, conclusions are of the author and not Jackson Creek Investment Advisors LLC. The information published herein is provided for informational purposes only and does not constitute an offer of investment advisory services. All information is subject to change without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your risk and return preferences. Investment recommendations may change, and readers are urged to check with their investment advisors before making any investment decisions. Information provided is obtained from sources believed to be reliable, but we cannot attest to its accuracy. Past performance is not necessarily indicative of future returns. Investment advisory services are offered through Jackson Creek Investment Advisors LLC, a Registered Investment Adviser.

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