Address Your Barriers to Sound Financial Health

Small business owners have a difficult time accumulating wealth for a number of reasons.
Review our Checklist for Financial Health to see if these barriers apply to you.

Checklist for Financial Health / The 7 Big Barriers:

  • Poor understanding of the tax code to reduce taxes to the legal minimum
  • Unclear financial goals with specific investment objectives
  • Unclear ideas of longer-term financial needs to support lifestyle costs
  • Little planning on how to manage and maximize practice surplus earnings
  • No strategy or plan to efficiently and effectively protect earning potential
  • No protection against asset loss to unforeseen events
  • Lack of proactive reviews to reassess progress and make corrections

The professionals at Rosetree & Company are dedicated to helping small business owners overcome these barriers.