Business Owners

Business owners have comprised a huge percentage of our customer base for 60 years. You have special needs that others don’t have. For example, you are often responsible for other people’s well-being (e.g., employees, partners). You also have to think about exit strategies for your business. You have to decide whether to keep the business within the family, sell it to an outsider, or consider a hybrid approach.

You also have business risks to address that the individual investor does not. For example, you need business liability insurance, workers comp, and often, a benefit package for your employees.

Lewer Financial Advisors has been helping independent business owners in a variety of industries address these needs for six decades.

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