Business Owners

Mouganis Financial Services offers a full range of services for families, executives, and business owners.

Our clients are comfortable outsourcing (or partnering) with us so that we are able to conduct the research and behind-the-scenes fact gathering for them. We put a plan in place so that we can home in on the critical issues affecting our client’s financial well-being and present the most viable solutions to them in a manner that allows the client to make the right decision.

Our comprehensive planning services include:

  • Retirement planning
  • Investment management
  • Education planning
  • Estate planning
  • Tax planning
  • Risk management

We are not owned by a broker/dealer or a big wirehouse telling us what to do for our clients. We are an independent and fee-based financial services firm offering objective financial advice that puts the client’s best interests first.

Our ultimate goal is to simplify the complications of your financial life by focusing on our structured process that leads to your complete financial well-being.

Business Owners
As a business owner myself, I understand that there is a unique set of challenges that business owners are faced with. You are likely concerned with:

  • Structuring buy-sell agreements with partners or adult children
  • Golden handcuff planning for key employees
  • Organizing the right qualified plan for the business
  • Fiduciary governance of a qualified retirement plan
  • Monetizing the asset for your retirement