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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 

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More
Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
Learn More

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