Financial Planning
For Business Owners
Optimize Income • Reduce Taxes • Invest Prudently
Three Oaks Capital Management, LLC DBA Three Oaks Wealth is a Registered Investment Adviser in the states of Oregon and California. The information on this website is intended only for United States residents, and is for informational use only. It is not intended to be personalized. Prior to any advisory work conducted outside these states, Three Oaks Wealth would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.
ABOUT THREE OAKS WEALTH
Your Trusted Advisors For Comprehensive Financial Planning
We help business owners optimize their income, reduce taxes, and invest prudently to gain clarity and confidence with their business & personal finances.
Independent, Fee Only Fiduciaries
Small Business Experts
Business Financials & Personal Financials Incorporated
What We Do
Custom Services for Business Owners
WHY US?
We're Invested In Your Success
We help you explore what you want out of your life and need from your resources to be happy & content. Then we optimize your resources toward those objectives. Along the way we employ sound tax strategy, position your assets for growth, and manage risk to help align your finances, business, and personal objectives. Our role is to be there every step of the way to help you lead your financial life with confidence.
Our Approach
Confidence in Advanced Planning
Organize
Get your financial life in order and gain a shared understanding of what success looks like to you.
Optimize
Assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.
Execute
Consistently make smart decisions and avoid pitfalls along your personal path to success.
Enjoy
Explore your passions, with the peace of mind that your finances are best positioned for your ideal future.
OUR FOCUS
Financial Planning For Business Owners
Cash Flow Optimization
Understanding the cash needs of your business, when and how to pay yourself & take cash out, and how to organize distributions in a tax conscious manner are a few common issues many business owners struggle with. We help you build a framework for when and how to take cash out that supports the needs of all your stakeholders: your employees, your vendors, your family, and yourself.
Tax Strategy
Business owners have an opportunity to engineer their income and assets in ways that will reduce their lifetime tax burdens. Using strategies like pass through entity elections, qualified business income optimization, and strategic Roth IRA conversions, we employ sound tax strategy to help you ensure you're not paying any more than you need to.
Investment Management
Sound investing should be based on scientific evidence, employed consistently, and applied in a tax conscious manner. Our process is structured to deliver the best possible investment outcomes relative to the needs and circumstances of your career, your business, your family, and yourself.
Exit Planning
Successfully exiting a business requires careful forethought and execution. Our process helps you structure an exit that yields maximum value for the organization you’ve worked so hard to build while minimizing taxes due on the transaction. We help you evaluate how much you need from a potential sale to fund your financial goals, how to replace the income and benefits your business currently provides, and transition as smoothly as possible into the next phase of your life.
Complimentary Download
The Business Owner's Guide to Wealth
Business owners have two sets of finances to manage: their household's and their business's.
Learn how to set both up for success by downloading The Business Owner's Guide to Wealth.
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