Our Philosophy
Put us to work for your business.
Whether you’re at the helm of a large corporation or just embarking on a new business venture, you understand that running a business brings a unique and sometimes daunting set of financial challenges. As a business owner you have needs that include both personal and corporate financial planning. W.B. Smith Companies is well versed in the financial planning needs of corporations, offering services that range from overall financial guidance and consultation to benefit plan management and executive compensation planning.
It’s a fact: when you own a business, your business and personal finances are almost always interwoven. Part of the challenge for business owners is structuring finances in such a way as to maximize tax advantages and reduce reporting and documentation burdens. We’ll work with you to design a personal financial plan that works in harmony with your business finances.
Executive Benefit Planning, Health & Medical Plans, Retirement plans, Flexible Spending Accounts, etc.
Administering the wide range of benefit plans that today’s competitive marketplace requires is a huge challenge. We can help reduce the load on your internal resources by implementing and administering a suitable range of corporate benefits. In addition, we can help you invest and save to minimize corporate taxes.
You offer a range of benefits to help your employees realize their own financial goals. We help you go a step further, offering financial planning to your employees to help them invest and save wisely. From retirement plan management to overall financial advice, we can offer the same expertise to your employees that we provide to your business.
Investment and Money Management
Tax minimization
Retirement Planning and Funding
Risk Management and Planning
Estate Planning and Estate Liquidity