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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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