Business Owners

Empowering business owners with strategies to grow, protect, and transition their wealth.

Strategic guidance for your business journey.

By taking a comprehensive look at your business planning, investments, and retirement needs, we can help you clarify your goals, make informed decisions, and build the future you envision.

We can help with the tough questions.

As a business owner, you put an amazing amount of time and energy into balancing the demands of daily operations. You juggle customer needs, staffing, marketing, and so much more. It can be difficult to find time to plan for your own long-term needs. Let us help answer questions like:

  • What kind of retirement benefits could I offer my team?
  • What can I do to prepare myself for retiring?
  • Are there other group benefits I could be offering?
  • How do I create a business succession plan?
  • Is my buy-sell agreement updated and fully funded?

Long-term Planning

Your business is unique, and your plan will be too. We’ll start by getting an understanding of your business, goals, and values. This allows us to focus on the long-term vision of your business and create a list of options and recommendations. We have the tools and resources to not only help plan but to help implement your plan. In addition to the services and accounts we offer individuals, some of what we offer our business clients also includes:

  • 401(k) plans
  • SIMPLE/SEP IRAs
  • 403(b) plans
  • Profit-sharing plans
  • Employee Stock Ownership Plans (ESOP)
  • Key Person insurance
  • Group life insurance
  • Group disability insurance

No matter the size of your business, we can help with big plans.

Ready to get started? Get in touch.

Speak with our financial planning team for your no-obligation consultation. Complete the form below or call 812-863-7574 to schedule your appointment.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Crane Credit union and Crane Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crane Investment Services, and may also be employees of Crane Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crane Credit Union or Crane Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
 

Crane Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Crane Credit Union for these referrals. This creates an incentive for Crane Credit Union to make these referrals, resulting in a conflict of interest. Crane Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.