Individuals
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Can your advisor
pass the wealth
Dimensions Challenge?
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Tom Curti was named 2009 Five Star Wealth Manager
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Client Appreciation Event
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KY Home Buyers Tax Credit
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What we do for business owners
In today’s complex and paradoxical economy, business owners have both tremendous challenges and opportunities. With 20 years of experience providing expert financial planning to business owners, Wealth Dimensions Group can be an invaluable partner.
We use our extensive knowledge about investment, taxes, accounting, and law to develop comprehensive wealth strategies that translate business financial success into personal financial success. In addition to personal wealth advisory services, we provide business owners with additional expertise in the following areas:
- Business Entity and Structure Analysis
- Banking Arrangements
- Financing and Lease Analysis
- Board of Directors or Advisory Board Membership
- Business Continuity/Succession Planning
- Insurance Analysis
- Employee Benefits Analysis
- Executive and/or Key Person Compensation Benefit Arrangement Reviews
We also offer Retirement Plan Services:
- Plan Establishment or Review Consulting
- Investment Policy Statement Development and/or Review
- Investment Management
- Investment Consulting
For additional information on establishing a pension, profit sharing or 401(k) plan for your business see the retirement plan section of our site.
