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BUSINESS SERVICES & PLANNING

Nurturing Your Business Growth

Brian Morgan, Managing Partner and Founder of TAELOS Financial Partners understands first-hand that

growing a business in today’s complex financial landscape is a challenge. As a team of accomplished

entrepreneurs, we pride ourselves on helping and supporting business owners.

At TAELOS Financial Partners, we are here to partner with business owners and help them achieve their purpose: growing a successful business. This requires navigating myriad tax laws and regulations, managing employees, cultivating clients, and creating profitable products or services. Amidst these demands, business owners often overlook their own financial needs and key planning considerations that could propel their business to new heights. Our Business Services and Planning is designed to address these needs, providing a comprehensive solution for business owners.

Business services & planning

Retirement Planning for Business Owners

For many business owners, their business is their primary retirement asset. However, relying solely on the business for retirement can be risky. Businesses can fail or lose value in certain economic cycles, and

the timing may not always be right to sell the business. At TAELOS Financial Partners, we advocate for a diversified approach to retirement planning. We provide access to a range of qualified and non-qualified retirement plan options that can serve as a cornerstone for your retirement income needs.

How We Help

Business Succession Planning:

The death of a business partner can pose significant challenges for the surviving business owners and the deceased partner’s family. A well-crafted business succession plan can ensure an orderly transfer of the business interest from the deceased’s family to the business, providing peace of mind for all parties involved.


Key Employee Protection
The loss of a key employee can be a devastating blow to a small business. To safeguard against this risk, we recommend life insurance coverage on key employees. The coverage amount should be sufficient to cover the costs of recruiting and paying a replacement, compensating for loss of earnings to the company, and any other associated costs.

Executive Compensation

Attracting and retaining executive talent is crucial for the growth of your business. We help you design structured incentive plans, such as Non-qualified Deferred Compensation, Executive Bonus, and Split Dollar Life Insurance plans. These plans offer current and future benefits to your key executives in exchange for their continued service, helping you retain their talents and motivate them to higher levels of performance.

FAQs for Asset Management

  • What is Business Services and Planning?

    Business Services and Planning is a comprehensive solution that addresses the financial needs of business owners. It includes retirement planning, business succession planning, key employee protection, and executive compensation planning.

  • Why is Retirement Planning important for business owners?

    For many business owners, their business is their primary retirement asset. However, relying solely on the business for retirement can be risky. Retirement planning helps business owners prepare for retirement with a diversified approach, reducing the risk and ensuring a stable income during retirement.

  • What is Business Succession Planning?

    Business Succession Planning involves creating a plan for the transfer of the business in the event of the owner’s retirement, death, or disability. It ensures an orderly transition of the business, minimizing disruptions and providing peace of mind for all parties involved.

  • Why is Key Employee Protection important?

    Key employees often bring special talents to the business and contribute significantly to its success. The loss of a key employee can be a devastating blow to a small business. Key Employee Protection involves taking measures, such as life insurance coverage, to safeguard against this risk.

  • What is Executive Compensation Planning?

    Executive Compensation Planning involves designing structured incentive plans to attract and retain executive talent. These plans offer current and future benefits to key executives in exchange for their continued service, helping businesses retain talent and motivate higher performance.

  • How does TAELOS Financial Partners approach Business Services and Planning?

    At TAELOS Financial Partners, we take a personalized and thoughtful approach to Business Services and Planning. We work closely with business owners to understand their unique needs and goals, and develop tailored strategies to address these needs.

  • What are the benefits of Business Services and Planning?

    Business Services and Planning offers several benefits. It provides a comprehensive solution to address the financial needs of business owners, helping them navigate complex tax laws and regulations, manage their assets, and plan for retirement. It also helps business owners prepare for unexpected events, such as the loss of a key employee or the death of a business partner, ensuring the continuity and growth of the business. Moreover, it includes strategies to attract and retain executive talent, contributing to the long-term success of the business.

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