Retirement Plans for Businesses and Nonprofits
Retirement Plans for Businesses and Nonprofits
Retirement Plans for Businesses and Nonprofits
401(k), 403(b), SEP and Simple IRA Retirement Plans
- Design, setup, and ongoing administration—whether you're launching a new plan or managing a complex one
Safe Harbor compliance strategies without the stress - Support for both startups and established companies, including nonprofits
Financial Wellness for Your Team
Retirement Plans for Businesses and Nonprofits
Retirement Plans for Businesses and Nonprofits
Employee Financial Wellness Workshops
- Custom sessions that educate and empower your employees
- Great for small teams, large organizations, and everything in between
- Designed to complement your compensation and benefits package
Strategic Planning for Business Owners
Retirement Plans for Businesses and Nonprofits
Strategic Planning for Business Owners
Owner Compensation Strategy
- Know exactly how much to pay yourself and why
- W-2 vs. distributions
- Structured income planning based on your business entity and long-term goals
(Available through our financial planning programs)
Business Tax Strategy
- When to elect S-Corp status
- How to structure payroll vs. distributions
- Planning considerations for a
Owner Compensation Strategy
- Know exactly how much to pay yourself and why
- W-2 vs. distributions
- Structured income planning based on your business entity and long-term goals
(Available through our financial planning programs)
Business Tax Strategy
- When to elect S-Corp status
- How to structure payroll vs. distributions
- Planning considerations for acquiring or merging a business
(Offered through strategic planning engagements)
Exit, Valuation & Wealth Integration
Retirement Plans for Businesses and Nonprofits
Strategic Planning for Business Owners
Exit & Business Transition Planning
- Business sale readiness and succession strategy
- Pre-sale tax planning and liquidity guidance
- Aligning your exit strategy with personal and generational wealth goals
- Includes partnerships with third-party valuation professionals
Integrating Business & Personal Wealth
- Multi-entity coordination, investment strat
Exit & Business Transition Planning
- Business sale readiness and succession strategy
- Pre-sale tax planning and liquidity guidance
- Aligning your exit strategy with personal and generational wealth goals
- Includes partnerships with third-party valuation professionals
Integrating Business & Personal Wealth
- Multi-entity coordination, investment strategy, and retirement planning
- Liquidity and legacy planning
- Strategies to build wealth beyond the business (Included in financial planning programs)
Key Person Insurance & Protection Planning
- Key person life and disability insurance for business owners
- Protection strategies that support continuity, lending, and long-term value
(Available through our insurance and financial planning services)
Why This Matters
You didn’t build your business just to hustle year after year.
You built it to create freedom, security, and a legacy.
Whether you’re approaching a liquidity event, preparing to expand, or simply want more clarity around your wealth, your financial strategy should be just as intentional as the business you’ve built.
And here’s what most business owners—even the highly successful ones—overlook:
"Your business wealth and personal wealth are deeply intertwined." - Karla Ukman
One always affects the other. And when they’re aligned, that’s where real, lasting wealth is built.
We don’t just help you meet the moment. We help you plan for what’s next—with confidence and clarity.
Our Approach
At Artemis Wealth, we specialize in working with successful business owners, high earners, and founders who want more than generic advice.
We partner with you to integrate:
- Complex compensation structures
- Advanced tax strategies
- Personal wealth and investment planning
- Business succession and exit design
Because when your business and personal wealth are aligned—you don’t just grow income.
You grow power.
Many of these services are available on their own, while others are offered through our financial planning programs—depending on the level of strategy and integration you need.
Schedule a call to see how this fits into your broader business and personal wealth goals.