Strategies for Business Owners Owning a Business Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams.. Planning strategies for managing taxes As your goals and financial situation change, there may be new opportunities to reduce your taxable income. Apple Creek Investment Services will help you find them. 1 Retirement plans and other employee benefits The right retirement plan can provide tax benefits and help you attract and keep high-quality employees. We'll help you find it. Business succession planning How will you transfer your business when it's time to move on? We'll help you plan for a smooth transition. Business protection Protecting your business means being prepared for unexpected situations. Together, we'll create a plan to help guard against financial losses resulting from employee departures, disabilities or other disruptions. Strategies for your business and your personal financial needs Whatever your financial priorities are as a business owner, Apple Creek Investment Services has the resources and experience to help you address them. Working with ACIS, you'll have access to a comprehensive financial planning process that can help synchronize your personal and professional financial goals. 1 LPL Financial, Stratos Wealth Partners and Apple Creek Investment Services do not provide tax advice. Clients should consult with their personal tax advisors regarding their personal situation. Have a Question Name Email Phone Question Thank you! Oops!