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Small Business Planning

The Keys to Success

At Johanson and Yau, we handle the full array of financial planning and wealth management needs for small business owners. 

Our corporate retirement services include evaluating, designing, and administering the most optimal tax-qualified retirement plans for your business, including:

  • IRAs
  • SIMPLE Plans
  • Profit-Sharing Plans
  • Cash Balance 401(k) Plans

We also offer comprehensive business continuity planning, including:

  • Key Person
  • Buy/Sell Agreements
  • Disability Buy-Out
  • Succession Planning 

Are you a small business owner that has questions about your financial strategies? Let’s get your questions answered.

Client Education 

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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