Financial & Tax Planning for Small Business Owners

Use Your Company's Success to Help Take Care of Your Family Now and in the Future

We are here to help you:

  • Minimize Tax Liability

  • Get on Track for a Secure Retirement

  • Protect Your Family

Running A Business Consumes So Much Of Your Time

As a small business owner focused on your company's success, you may feel:

  • Concerned you aren’t addressing all the financial and tax planning areas you need to

  • Stressed about potentially missing opportunities

  • Worried about whether you are doing enough to protect your family and company's financial future

We believe every small business owner should have a trusted professional to handle the financial, tax, and investment planning details so you are free to focus on your family and company.

Feel Free to Focus on What Matters Most

As professionals taking care of your overall financial planning, we strive to help you:

Control Your Taxes

Have a multi-year plan to help minimize your taxes.

Optimize Retirement

Understand how much to save and in which accounts.

Know Your Goals

Gain clarity on what you want to achieve for your family.

We understand that you don't have the time to address your finances in the way you need to because of the many responsibilities you have with operating your business.

  • We provide financial, tax, and investment planning to help you coordinate your business and personal finances to optimize and protect your wealth.

  • Our firm's founder, Martin A. Scott, CFP®, EA, is a small business owner himself and understands your unique challenges and needs.

  • Martin is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent providing comprehensive financial, tax, and investment planning. His goal is to help you minimize your tax liability, invest your money for retirement, and take care of your family's financial future.

We Get That You Have Competing Needs

We Help Take the Burden of Planning Off Your Shoulders

When you're focused on running a business, finding the time to use your success to take care of your family's financial planning is stressful. At Lasting Wealth Principles, we help take the burden of financial, tax, and investment planning off your shoulders, coordinating your business and personal finances so you can feel more confident that you are safeguarding your family's financial well-being now and into the future.

We are an independent Registered Investment Advisor helping small business owners like you to stop worrying about whether you are doing enough to protect your family and company. By taking care of the financial planning for you, we strive to free you to focus on what matters most -- your company and your family. We help you:

  • Gain comprehensive and ongoing financial planning to help safeguard your family's well-being

  • Be proactive in tax planning and minimizing tax liability so you can reinvest more cash flow into your business

  • Feel confident you are on course for a comfortable retirement

Our Services

Tax planning, preparation, and advice

Insurance planning

Investment management

Estate planning

Small business retirement accounts

How To Work With Us

  • Schedule an introductory Zoom call to learn more about each other.

  • Meet to answer any of your questions about our fees and services.

  • Sign the agreement to start safeguarding your family's financial well-being now.

Are We a Match?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a small business owner, with 0-10 employees, seeking to use your company's success to take care of your family's financial well-being now and into the future

  • Are worried you aren't addressing all the financial and tax areas you need to because running a business consumes so much of your time

  • Want an ongoing relationship with a financial advisor who will provide you tax planning, manage your investments, and help you stay on track with your financial planning goals.