Business Owners
Protect What You’ve Built.
Retire on Your Own Terms.
As a business owner, your primary focus is growing your business and taking care of your clients. Many business owners say that their business is their retirement. However, our experience has shown that most business owners are so immersed in their daily operations, that they often overlook the bigger picture of coordinating retirement, business succession and legacy planning.
As a business owner, your primary focus is growing your business and taking care of your clients. Many business owners say that their business is their retirement. However, our experience has shown that most business owners are so immersed in their daily operations, that they often overlook the bigger picture of coordinating retirement, business succession and legacy planning.
Our Comprehensive Solution
That’s where we come in. We collaborate with you to offer a holistic approach to help support your peace of mind and the longevity of your business:
1. Financial Analysis:
- We begin by thoroughly analyzing your current financial situation, including assets, liabilities, income streams, and expenses.
2. Strategic Planning:
- We collaborate with you to develop a personalized plan that aligns with your retirement goals, business succession plans, and legacy aspirations.
3. Implementation:
- Our team assists in implementing the plan and making adjustments as needed, to keep you on track.
4. Ongoing Support:
- We provide continuous support and monitoring to ensure your plan remains effective as circumstances change.
Customized Solutions:
- Tailored plans that fit your unique needs and goals.
Expert Guidance:
- Access to seasoned professionals with expertise in financial planning, business succession, and legacy management.
Peace of Mind:
- Confidence that your future and the future of your business are secure.
Benefits of Our Approach
Failing to plan is planning to lose control.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
How We Help
Core Services for Business Owners
Protect the Investment in Your Business
- Succession & Continuity Planning
- Buy-Sell Agreement Strategies for Partners
- Key Person Insurance
- Estate Plan Integration
- Life insurance
- Disability Income Insurance
Retirement Planning for the Business Owner
- Cash Balance Plans
- 401(k)
- Profit Sharing
- SERP and SIMPLE IRA
Reward & Retain Your Key People
- Financial Planning for Key Employees
- Non-Qualified Selective Benefits
- Deferred Compensation Plans
- Executive Bonus Plans
- Split-Dollar Arrangements
Get Started Today: Empower Your Pathway towards Financial Success
Don’t let the demands of daily business operations prevent you from securing your future.
Contact us today to schedule a consultation and take the first step toward a well-planned retirement, smooth business succession, and a lasting legacy.
Our Process
Why
Choose
Us
01.
Clear Guidance
Our advice is always straightforward and easy to understand, making complex financial concepts accessible.
02.
Education-First Approach
We prioritize educating our clients, providing them with the tools and knowledge to make informed decisions.
03.
Customized Planning
We work closely with you to develop personalized strategies tailored to your unique financial situation and goals.
Our Philosophy
At Virid Financial, we believe in straight talk and an education-first approach. We aim to empower our clients with the knowledge and clarity they need to confidently pursue their financial goals.
Schedule an Intro Call
If we’ve captured your interest, the first step is to enter your information below. You can expect to hear from an awesome member of our team within 1-2 business days. Can’t wait? Give us a call.
3975 Fair Ridge Dr. Ste 315(N)
Fairfax, VA 22033
Telephone: (703) 218-6767