FOR BUSINESS OWNERS

Narrow Path Financial helps business owners accomplish their financial planning goals. We provide investment advisory solutions for business owners that want to maximize savings, minimize taxes, or develop an exit strategy to plan for retirement. Delegate your retirement planning to us so that you can focus on what’s essential for your business.
 
We help businesses implement retirement planning strategies for owners and their employees. Defined Benefit Plans, Pension Plans, Cash Balance Plans, 401(k), and Profit-Sharing Plans are benefits that we can help you establish for the benefit of you and your employees.
 
An additional offering that we provide to business owners is financial wellness for employees. Just like you, your employees need help with their financial goals. Provide your employees with the benefit of financial education and access to a CERTIFIED FINANCIAL PLANNER™. This benefit can alleviate employees’ stress to increase productivity, improve employee retention, and recruit stronger candidates. For more information on our financial wellness program, click here.