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Progress Wealth Management - Small Business Owner Financial Planner

Expert Financial Planning for Small Business Owners and Corporate Executives

How Progress Wealth Management Helps Small Business Owners and Corporate Executives

Talk to a PWM Financial Planner


financial planning for small business owners

Financial Planning for Small Business Owners

If you’re a small business owner, doing your personal and corporate books can be doubly taxing. The time it takes you to figure them out on your own can pull you away from your business and a mistake could cost you more than you expect.

With Progress Wealth Management’s help, you can simplify the process and make it more accurate by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.

We’ll work together with your CPA, Bookkeepers, and your staff to ensure your personal and business finances are in harmony. We can help you improve every aspect of your financial life and still provide your employees the support they need along the way so you know that you’re helping them as well.

Some unique things we do include:

  • We can set up a 401k plan or a pension plan for your company
  • We can provide your employees with access to financial advice and education as a benefit and professionals to help them understand how best to afford their future and their today.
  • Educational events in person or remotely as often as you’d like to help get your employees engaged and interested.

Integrating Your Personal Financial Life and Business Finances to Help You and Your Business Reach Their Goals, Faster and Easier

Talk To A PWM Financial Planner
This image helps you to understand how personal financial planning and business planning can overlap

Building Better Financial Strategies for Small Business Owners

We build financial strategies intended to help business owners by:

  • Appropriately Setting Up Retirement Benefits
  • Creating tax opportunities 
  • Moderating risks
  • Planning for business transition

No guarantee or warranty can be made that any strategy offered, developed, or referenced herein will increase personal wealth or offer positive results. All Investment and Financial Planning strategies are subject to profit and loss.

financial planning for small business owners

Small Business Financial Planning Process in 8 Easy Steps


We work with our small business owners hand in hand to develop a comprehensive plan for both their personal and business finances.

*The services detailed here are not comprehensive. There is no guarantee that a client will receive all the services detailed here. The services offered are subject to change and will depend on the needs of the individual clients. Progress Wealth Management (“PWM”) does not have a defined Small Business Planning offering. Services detailed or referenced here are available to all PWM clients.


The Top 10 Most Common Financial Mistakes Small Business Owners Make

  1. Paying themselves more than they need
  2. Using their Business Account for personal expenses
  3. Not taking advantage of low-interest rates and depreciation, when available
  4. Not having the correct corporate structure
  5. Not having a succession and tax plan
  6. Using liquid funds to make illiquid purchases
  7. Not having the appropriate retirement plan or any retirement plan.
  8. Not having a good bookkeeper
  9. Trying to google their way through complicated financial problems
  10. Not having an appropriate insurance plan

progress wealth management small business financial planning

The list detailed here should not be considered a complete detailing of the subject discussed. The list should be considered informational and subjective in nature. It is not intended to be construed as professional investment or financial planning advice.

Save Time, Money, and Feel More Comfortable Knowing That You’ve Got a Plan For The Future

Click Here To Schedule Your Icebreaker

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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