San Diego Business Owner Investing

Serving Business Owners with investment and continuation planning

As a business owner you are faced with unique investment and insurance opportunities for yourself, your employees and your family. The team at Estate Management Group has more than 30 years of experience in investment and retirement planning with a focus on serving business owners and the self-employed. 

Our Business Owner Investment Services Include:

  • Business retirement plans
  • Business continuation and insurance plans
  • Risk mitigation strategies
  • Referrals and coordination with CPAs and Attorneys

Business Owner Strategies

A wide variety of retirement plans exists that are unique to Business Owners.

Estate Management Group can help you understand the pros and cons of each option and help you to select the plan that best meets your retirement and tax needs.

Estate Management Group assist business owners with continuation planning to help ensure that your future business goals and family needs are met.

Estate Management Group works with a consortium of attorneys and professionals who can assist with the structuring of your business in order to mitigate risk.

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