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707 Sable Oaks Drive, Suite 203, South Portland, ME 04106

207-761-4733
Employer Plans and Participants

Business Owners

While You Focus on Clients, We Focus on You

Owning and managing your own business is a demanding task. You focus on growing your business, making it more productive, profitable, and competitive, while also ensuring that your clients receive the best services and products. This leaves you with little time to think about managing your finances in the same efficient manner as you manage your business. We create financial plans that incorporate strategies designed to help business owners create personal wealth.

Common Questions from Business Owners

As business owners ourselves, we understand the financial concerns of running your own enterprise. We’ve also worked with lots of other business owners. Here are some of the most common questions we’ve heard from business owner clients:

  • Should I set up a traditional 401(k) for my business?
  • Will the deductibility of my retirement plan contributions be impacted by the QBI rules?
  • Should I set up a SEP or a SIMPLE IRA for my business?
  • What tax issues should I consider as a business owner?
  • How do I balance my personal and business finances and financial goals?
Get Answers Today

Create Sustainable Growth and Success

Connect with Pine Harbor to create a financial strategy that supports your business, mitigates risk, and gives you actionable steps to create long-term growth.

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Case Study:
What If My Small Business Outgrows Its SIMPLE IRA?

See one example of how we've helped owners navigate the evolving financial needs of their business.

Read the Case Study

Insights for Small Business Owners

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Our Approach

We will work closely with you, making sure that you understand and are comfortable with your decisions.

How We Help

Our Team

Our team of diligent advisors and support staff will guide you from start to finish while you pursue your goals.

Meet the Team

Contact Us

Take the first step toward a financial plan that’s personal, practical, and built around what matters most to you.

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