Acts Financial Advisors is excited to provide several services for business clients, including consulting on a project or hourly basis, qualified and non-qualified retirement plan setup and management, other employee benefits advisement, and corporate financial planning.

Business consulting

We provide small to medium sized business consulting services that run the gamut from startup consulting to ongoing operational optimization to private equity and exit planning.

Employee retirement and other benefit plan advisement

We are experienced in setting up DCP and DBP plans, working with TPAs, and even winding plans down.

Financial planning for businesses

Financial plans aren’t just for individuals. Businesses need them, too. We’ll help your company analyze your business units, project cash flows, think through pain points, and craft a reasonable budget.