Broker Check

Creative Business Financial Solutions

Tailored Strategies and Financial Services 
For Business Owners

Tailored Strategies and Financial Services 
For Business Owners

At FS Advisors Wealth Management, our team will work with you to help optimize your business at any stage of its life cycle. Whether you want to plan and build your business, optimize cash flow, or you’re looking for your optimal exit strategy, we can help.

Business Planning

FS Advisors is equipped and experienced at helping business owners in Denver, Colorado and nationwide optimize their business operations and plan effectively for whatever is next. From start up counseling to cash flow analysis and buy/sell agreements — we’re there to guide you through it all with strategic, sage advice to help you optimize outcomes for your business and personal life.

Succession Planning

As a business owner, you might be thinking about what should happen with your business when you’re ready to step away. Whether you’re looking to monetize your business or hand it off to the next generation, FS Advisors offers comprehensive services to guide you through the details, processes and execution of an effective succession plan for your business.

Valuation & Transition Strategies

FS Advisors boasts an in-house Transition Consultation Team built to assist business owners with their transition needs from start to finish. Engaging our firm as your Transition Consultation Team is done on a success fee basis, with a retainer deposit, and the scope of the work varies with every transition deal. All our services and materials are provided at no additional cost once we are placed on retainer.

Retirement & Qualified Plans

We offer specialized knowledge in managing cash balance plans for businesses. With a focus on informed decision-making and constant attention, we can help simplify the process by offering full-service consulting and plan management. We will conduct plan reviews, monitor performance, and recommend changes to keep your plan on track and in compliance with regulations. By partnering with us, you can provide a valuable benefit to your employees and take one less thing off your plate so you can focus on managing your business.

Employee Benefits

Finding and retaining top performers for your business can be challenging, but an attractive compensation and employee benefits package can help you do just that. We can help you design new plans or evaluate existing ones to ensure the plan stays within compliance regulations and controls costs for your business, while having a positive impact on the lives of your employees and on the strength of your workforce.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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Connect with the team at FS Advisors Wealth Management today. Let’s form a plan to pursue your dreams together.

Our Services

We offer tailored strategies and personalized planning for individuals and business owners in CO and beyond.

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Our Team

Our teamwork element adds a broader perspective and creativity to all we do, which means increased benefits for you.

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Ready for a different financial advisor who is actively involved in every decision that affects you? Let’s get started.

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