Saco River Financial
Plan | Invest | Insure | Retire

For Business Owners

At Saco River Financial, we understand the unique financial challenges and opportunities that business owners face. Our comprehensive financial planning services are designed to address the intricacies of managing business finances alongside of personal financial goals. Partner with us to navigate the complexities of entrepreneurship to move towards more confident financial decision-making.

Business Financial Planning

Tailored Strategies for Growth and Stability

Our business financial planning services focus on developing strategies to help enhance the financial health of your business. From budgeting and cash flow management to expansion planning, we work closely with you to align your business goals with your personal financial objectives.

Tax Management

Evaluate Returns, Balance Liabilities

Navigating the complex landscape of business taxes is crucial for maximizing profitability. Our experienced professionals specialize in tax planning strategies for business owners, offering strategies to potentially optimize deductions, credits, and overall tax efficiency, ensuring you keep more of your hard-earned money.

Retirement Planning for Entrepreneurs

Build a Financial Future you’re Confident in

As a business owner, planning for retirement involves unique considerations. Our retirement planning services for entrepreneurs encompass strategies to help build a robust retirement fund, exit planning, and succession strategies to ensure a smooth transition for your business.

Employee Benefits Planning

Attract and Retain Top Talent

Attracting and retaining key employees is essential for business success. Our employee benefits planning services help you design competitive and cost-effective benefits packages, including retirement plans, health insurance, and other incentives, to create a positive and productive workplace environment.

Risk Management

Protect Your Business and Personal Assets

Business ownership comes with inherent risks. Our risk management services assess potential threats to your business and personal assets. We provide guidance on insurance solutions and strategies to help mitigate risks and safeguard your financial well-being.

Succession Planning

Ensure a Seamless Transition

Whether you are considering passing your business to the next generation or exploring a sale, our succession planning services guide you through the process. We help you develop a comprehensive plan to ensure a smooth transition while maximizing the value of your business.

Get Started Today

Empower your business with strategic financial planning. Contact us to schedule a consultation and discover how our specialized services for business owners can enhance your financial potential.

Build something great with us!

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Saco River Financial does business in the following states:
Securities: CO, FL, ME, NC, NH, NY, TN, TX, VA
Life Insurance: CO, FL, ME, NC, NH, NY, TN, TX, VA
Variable Life Insurance: CO, FL, ME, NC, NH, NY, TN, TX, VA
Mutual Funds: CO, FL, ME, NC, NH, NY, TN, TX, VA
Fixed Annuities: CO, FL, ME, NC, NH, NY, TN, TX, VA
Variable Annuities: CO, FL, ME, NC, NH, NY, TN, TX, VA

Check the background of this investment professional associated with this site on FINRA’s BrokerCheck.

Edward Foley, Brandon Goodrich, and Ryan Tuttle are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Saco River Financial The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Enterprise Form CRS: https://www.lpl.com/lpl-enterprise.html FINRA’s BrokerCheck: https://brokercheck.finra.org/ FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/