Broker Check

Your Business


Your business may be your single greatest financial asset. Implementing strategies that lead to the continued growth of your business is key to securing your, your loved ones, and your employees’ futures. We work with owners at all stages of the business life cycle, from establishing a sound financial foundation to ensuring smooth business succession and transition into retirement.

Complex strategies require complex coordination and specialized knowledge. At The Bulfinch Group, we advise business owners on advanced asset protection and transfer, as well as maximization of assets and income. To help you visualize, compare, measure, and track effectiveness, we employ advanced tools and software to model and stress-test strategies with you to determine a suitable approach to achieve your objectives including:

  • Business valuation
  • Business succession
  • Planning capital preservation
  • Maximizing income
  • Group benefits
  • Asset protection
  • Tax reduction strategies
  • Exit strategies
  • Retirement plans

Attracting and Retaining Key Employees and Contributors –
What are the best and most cost-effective methods for hiring and retaining your key people? There are many options all of which have financial, personal, and estate planning consequences. Let our specialists help you decide on the best course of action.

Employee and Executive Benefits –
Whether medical benefits or performance-linked executive bonus plans, many business owners and managing executives find that their existing plans fall short of achieving their originally-intended goals.

Estate and Legacy Planning –
Assuring all your intentions are realized as you plan for your heirs and your legacy is often a daunting task. We can help you coordinate the advice of your trusted financial specialists in developing a plan that meets you goals and values. Our Associates, in conjunction with the legal and tax professionals in our Business Resource Center, work collaboratively with you to create and implement your plan.

Learn More