Business
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3–5 minutesread
Introducing Flat Fee 360
One Relationship. One Strategy. One Annual Flat Fee. Financial decisions rarely happen in isolation. A business…
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2–3 minutesread
OBFI Selects FuturePlan for 401(k)s for Owners
Your Business Can Do More Than Generate Income For many business owners, the business is their…
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4–5 minutesread
Part 3: Closing the Gap Between Tax Strategy and Financial Planning for Business Owners
Most business owners already have professionals around them. They often have a CPA, a banker, legal…
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4–6 minutesread
Part 2: Case Study, Allen vs. Brenda
Same Business. Different Outcome. Why? Two business owners can operate in the same industry, generate similar…
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4–6 minutesread
Part 1: The Evolution of the American Small Business Owner (1980–2025)
The American small business owner has changed dramatically over the past 45 years — and understanding…
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4–7 minutesread
Building Wealth for Financial Independence: Why real estate ownership matters
Breaking-even as a renter, compared to owning, still means you have no asset at the end…
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3–4 minutesread
Add Financial Advice to Aid Your New Year’s Resolution
Executable plans, decision making guidance, an accountability teammate, and your path to Financial Independence matter.
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5–7 minutesread
Smart Business Strategies for Business Owners: Enhance employee satisfaction and lower your tax burden
For business owners, retaining and recruiting top talent while managing costs is a constant challenge. By…