Independent business owners need to be building wealth inside and outside of their business. At Stratus, we can help you coordinate both pieces of your planning so you can reach your personal and professional goals.
As an independent business, we understand how important your business is to you. We want to help you determine and grow the value of your business as part of your succession and personal financial planning.
At Stratus Wealth Advisors, we love working with independent business owners. You have created a valuable asset for yourself and for your community and we want to help you create predictable profits and growth as part of a succession plan that allows your business and your legacy to remain a bedrock of your community.
We want to encourage all independent business owners not to be paralyzed by the current health and economic environment. Take this time to eliminate those expenses or product lines that aren't driving your profits and growth and refocus those monetary and human resources on your core operations.
An overview of the services offered by Stratus Wealth Advisors with founder Sam Brownell.
We have spoken with many independent business owners since the shutdowns in March. Since most owners biggest asset is their business, they are rightfully concerned about how the value of this asset has been impacted by COVID-19.