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Business Services

Helping You Focus on Your Priorities

Managing a business brings numerous time and energy commitments, particularly relating to company finances. We can help you concentrate on running your business and focusing on your family instead by recommending a viable plan that supports your business aspirations as well as your lifestyle.

Entity Structures

Johns Brother Financial will help you build a solid foundation for your business. Our team can help simplify the complex requirements of creating a corporate structure, guaranteeing compliance and effectiveness at every step. Our services are tailored to meet your individual requirements, including choosing the right structure and overseeing documentation.

Retirement Plan Consultation

If your company has established a retirement plan, we will review it with you to verify your plan's adherence to regulations and achievement of performance standards. Our expertise, well-informed decision-making, and ongoing supervision contribute to minimizing risk exposure and ensuring the alignment of your retirement plan with your business requirements.

Buy/Sell Agreements

We provide expert business valuation services to ascertain the true value of your company. Our rigorous appraisal techniques scrutinize financial performance, industry trends, and market dynamics, equipping you with the information needed to make well-founded strategic choices regarding mergers, acquisitions, and succession planning.

Profit Sharing

Your company profit-sharing program is a desirable benefit for your employees and a great way to reward them for contributing to the organization's success, while also helping them save for retirement. Profit sharing encourages high performance and tenure, and it offers potential tax benefits if effectively structured.

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Who We Work With

Johns Brothers Finanical is proud to create personal strategies for professionals, pre-retirees, retirees and business owners.

Who We Work With

Contact Us

We want to answer all your important financial questions. Contact Johns Brothers Financial today to start building a comprehensive plan.

Contact Us Today

Our Team

Our professional team leverages broad skills and experience to provide a comprehensive range of financial and tax services.

Meet the Team