Financial Planning for Business Owners
We help Amazon sellers and eCommerce business owners spend less time coordinating their financial lives, reap tax benefits, and prepare for the future so they can focus on their growing their business today.
The DotFin Planning Process
Here's What You Can Expect
Executing on a plan that's right for you and your business.
We understand that for many of you, your personal finances and your business's finances depend on each other. Our comprehensive and collaborative planning process allows us to look at the two together and leverage both to create your version of financial success.
As an independent firm, we are able to offer a variety of services and products and we shop the marketplace to ensure we're providing the most efficient and appropriate one for you. From pensions, 401(k)s, hybrid retirement plans, insurances, investment management, etc. we will tailor our strategy to your needs.
Power Forward Group is a full-service financial advisory practice. We work on creating a plan for your future, maximizing your profitability and minimizing taxes. In many circumstances, we'll work directly with your accountant to structure this plan in a way that makes the most sense for you. The combined expertise will give you the most benefit.
At PFG, we don't charge planning fees. We believe that in order for us to give you the most value, we'll need to have a few conversations, gather data, and do the analysis. It is completely up to you if you want to move forward with the implementation of our recommendations. At that point we'd be sure to discuss how we get compensated. In general, for products like the insurances we get paid a commission directly from the company we choose that's best for you, and on the investment side we will charge a percentage of the assets we manage.