Own your business dream. Unleash your focus.

Running a business is demanding, but the rewards are endless. We help you manage your finances seamlessly, so you can focus on building a thriving team and a profitable future.

Financial Clarity for Small & Medium Businesses | Gain Control & Thrive

As your trusted financial advisor, I help small and medium business owners (SMBs) achieve financial clarity and make informed decisions. I offer personalized guidance on key areas like:

  • Insurance for Key Employees
  • Tax Planning & Strategies
  • Employee Benefits

Empower your business to thrive and build a secure financial future.

Get Your Free Consultation Today!

Your Business & Finances: Two Sides of the Same Coin.

We understand: A healthy business equals healthy personal finances. We provide holistic financial planning, considering both sides of the coin, to help you make smart decisions that fuel your success on both fronts.

As professional experts, we can help:

1
Protect Your Business against unexpected events or loss of key personnel

Most small businesses are reliant on one or two key individuals for their existence and for their development. If anything were to happen to those individuals the business would also suffer.

2
Empower Your Employees, Strengthen Your Business.

Financial education is key. We help you educate your employees for informed decisions that benefit both them and your company. Attract and retain top talent with a commitment to their financial well-being.

3
Ready to Exit on Your Terms?

Built a thriving business? Now, secure your future. We help successful owners plan their exit strategy, ensuring a smooth transition and maximizing their return. Take control - plan your exit today.

I'm happy with the team relationship that Rami and Sageplan Finance have been building with me. It's the approach I always wanted with an advisor.

Testimonial Author 1
Hany MSte-Genevieve