Financial Planning & Retirement Solutions for Small Businesses

Helping Small Businesses Thrive

Running a small business comes with unique challenges — attracting and retaining top talent, managing cash flow, planning for growth, and preparing for the future. At Oakridge Financial Planning, we provide comprehensive financial solutions tailored to your business’s needs. Whether you’re looking to set up a retirement plan, improve cash flow, or create a succession plan, we’re here to help you succeed.

Our Services for Small Businesses

  • Offering retirement benefits can help you attract and retain top talent while securing your own future. We’ll guide you through:

    • Choosing the Right Plan: 401(k), SIMPLE IRA, or SEP IRA — we’ll help you decide what’s best for your business.

    • Plan Setup and Administration: Handle the paperwork, compliance, and ongoing maintenance.

    • Maximizing Employer Contributions: Strategize contributions to maximize tax advantages and employee benefits.

    • Employee Education: Provide guidance to help your employees understand and optimize their retirement savings.

  • Build a solid foundation for long-term success with a clear financial strategy.

    • Strategic Goal Setting: Align your financial strategy with your business’s short- and long-term goals.

    • Budgeting & Forecasting: Create realistic budgets and projections to guide your business growth.

    • Risk Management: Identify potential financial risks and develop strategies to mitigate them.

  • Ensure your business’s legacy and future success with a well-structured succession plan.

    • Ownership Transition: Develop a plan for transferring ownership to family members, employees, or external buyers.

    • Exit Strategy: Prepare for your eventual retirement or sale of the business.

    • Valuation Support: Understand your business’s value to make informed decisions.

  • Improve your business’s financial health by understanding where your money is going and how to manage it more effectively.
    We’ll help you:

    • Identify cash flow patterns and areas for improvement.

    • Reduce unnecessary expenses and improve liquidity.

    • Plan for seasonal fluctuations, expansion, or other financial needs.

Note: for a more detailed list of our services please check out our Form ADV Part 2A.

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Why Choose Oakridge Financial Planning?

We understand the challenges small businesses face and offer affordable, personalized solutions to help you thrive.

  • Customized Financial Strategies: Tailored to your business’s needs and goals.

  • Professionally Managed Retirement Benefits to help you attract and retain top talent while securing your own future.

  • Pricing: Flexible fee options designed to fit your small business’ budget.

  • Ongoing Support: We’re here to provide guidance as your business grows and evolves.

  • Fiduciary Commitment: We’re legally and ethically obligated to act in your best interest.

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Let’s Build a Stronger Future for Your Business

Whether you’re looking to set up a retirement plan, improve cash flow, or plan for the future, Oakridge Financial Planning is here to help.

Your success is our success.

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FAQ

  • A: We primarily work with small businesses, including sole proprietors, family businesses, and companies with up to 100 employees.

  • A: We offer flexible fee options, including flat fees, hourly rates, and ongoing advisory services, depending on your business’ size and needs.

  • A: Yes! For an additional monthly fee can provide workshops, one-on-one sessions, or educational materials to help your employees understand and optimize their retirement savings.