Small Business Advisory
Professional financial guidance can have a tremendous impact on the continued success of your small business. Dawson & Bertran Investment Advisors has over 30 years of experience helping small businesses succeed.
Our suite of small business services include:
- Sponsored 401(k) Plans
- Continuity Planning
- Succession Planning
- Exit Strategies
- Retirement Planning
As the owner of a closely held business, your financial needs are unique. Call Dawson and Bertran Investment Advisors to learn how our team can help you on your one-of-a-kind journey.
Our Process
Long-term goals require long-term, purposeful plans. Our advisors will guide you through a process aimed at getting to know you, your family and your business. By understanding your situation, we are able to make insightful recommendations that are truly in your best interest.
The cornerstone of our process involves educating you - and ensuring your comfort - in all areas of your investment strategy. From the initial discovery phase to the final implementation of your plan, you can rely on our team to deliver independent support, custom advice and tailored solutions.