Our Services

Building a Financial Strategy Custom Designed to Your Needs

Financial Planning for Business Owners

As a business owner, you make daily decisions that drive your business growth and related opportunities. When working with Wealth Dimensions, we work as your business partner to help you stay on track, positioning your company to meet your financial objectives. We enable you to plan for a healthy financial future for your business, as well as your family.


“Good fortune is what happens when opportunity meets planning.”
– Thomas Edison

As part of our services for employers, Wealth Dimensions provides expertise in strategic personal financial planning as well as specific business planning services:

Strategic Planning Services:

  • Personal Wealth Plan Development
  • Investment Management
  • Income Tax Planning
  • Estate Planning and Philanthropic Planning

Business Planning Services

  • Business Entity and Structure Analysis
  • Banking Arrangements
  • Financing and Lease Analysis
  • Board of Directors or Advisory Board Membership
  • Business Continuity/Succession Planning
  • Insurance Analysis
  • Employee Benefits Analysis
  • Executive and/or Key Person Compensation Benefit Arrangement Reviews

We also offer Retirement Plan Services:

  • Plan Establishment or Review Consulting
  • Investment Policy Statement Development and/or Review
  • Investment Management
  • Investment Consulting

Our Services

Building a financial strategy custom designed to your needs.

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Our Process

Achieving what matters most; it starts with a process.

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Resource Center

Wealth Dimensions is committed to helping you achieve your financial goals.

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Business Owner News

See what is currently happening at Wealth Dimensions.

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