Small Business Planning in San Jose CA

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

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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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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