Small Business Owners
You've worked hard for your money and all the success you have earned in business. Whether you are a one man (or woman) shop, a multi-generational concern or an entrepreneur with a handful of employees, your financial planning needs require a special touch and unique attention to detail. Berk Cleveland Rathmell Wealth Strategies stands ready to help you achieve all of your goals, now and for the future.
We understand the special requirements of small businesses, their owners and how to assist you in planning now for your tomorrow. Whether you plan to work through your golden years, to sell out and retire early or somewhere in between, BCR Wealth can assist you with your financial planning and wealth management requirements. We have also worked with clients who have sold their businesses and need to invest the proceeds for their future and for future generations.