Schedule a Consultation 410.461.3900 CLIENT ACCESS ABOUT US SERVICES NEWS WEBINARS CONTACT US FINANCIAL PLANNING FOR BUSINESS OWNERS In addition to the recommendations provided in financial and retirement planning, as well as estate planning, business owners require additional advice in connection with: Acquisition of a business An exit strategy for: Selling the business Succession planning Bonuses Deferred Compensation Supplemental Pensions Restricted Stock Units Stock options Phantom Stock Alternative Minimum Tax Throughout the relationship, BWFA reviews the plan, making necessary adjustments as planning issues arise. Our specialized review process gives business owners peace of mind, knowing they have the financial security they deserve from a qualified wealth management advisor. Many employers offer financial planning services as a benefit to their employees. BWFA’s financial planning services start with an initial consultation to determine and prioritize the employee’s financial goals. Next, our team of fee-only financial planners, investment planners, and tax experts build an action plan to address the employee’s goals. Working together, our team of expert financial advisors will help your employees to: Allocate their investment portfolios Perform insurance analysis services Address college education funding Contact us at 410-461-3900 or emailus@bwfa.com to discuss financial planning services for your employees. We’ll come to your workplace on a day that works for you to help your employees secure their financial futures! We also offer in-house financial planning workshops for those that find coming to us more convenient. Our Services INVESTMENT MANAGEMENT FINANCIAL PLANNING FINANCIAL PLANNING FOR BUSINESSES TAX SERVICES MERGERS & ACQUISITIONS CHARITABLE GIVING WEBINARS PODCASTS CONTACT US NEWSLETTER SIGN UP ABOUT History Staff Client Advisory Board (Cab) In The Community Awards And Honors Careers Who We Serve SERVICES Investment Management Financial Planning Tax Planning Mergers and Acquisitions Retirement Services Charitable Giving Capabilities Fee Only Financial Planning Adv Brochure NEWS Weekly Economic Updates Podcasts The Advisor Magazine WEBINAR LIBRARY Webinars Webinar Schedule EMPLOYEE PORTAL © 2021 Baltimore-Washington Financial Advisors All Rights Reserved Login Website Design & Marketing provided by Adventure Web Interactive