Legacy Financial
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Small Business Owners

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​We empower business owners to attain enduring success by implementing thorough income and asset protection strategies. We assess your existing framework, enhancing it for liability management, tax efficiency, and employee retention. Our customized solutions encompass entity selection, tax minimization strategies, business succession planning, and strong safeguards against creditors and legal actions.

Many small business owners begin their ventures with minimal research and understanding of how to effectively manage a business and ensure they have the necessary protections in place. You put in a lot of effort to operate a thriving business, and it's essential to safeguard all that you are striving to achieve.


As a small business owner, you should take into account:

- Minimizing taxes (93% are overpaying)
- Determining the appropriate entity structure for your business
- Protecting assets from liabilities
- Enhancing employee retention
- Do you have Key personnel essential to your business
- Can your business operate effectively in your absence
- What kind of liability protections are currently established
- Are you prepared for any of the 5 D's
- Do you have an exit strategy


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Do you know the difference and benefits between a ​sole proprietor, a partnership, a Limited Liability Corporation (LLC), an S Corporation and a C Corporation? If you don't - you should. Many small business owners make the mistake of not structuring their business as the best possible entity to maximize protection and minimize taxes. We can help evaluate your current business structure to ensure it's the right fit for achieving these goals.
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What Type Of Liability Protections Do You Have In Place In Case Of?

​Death
Disability
Dementia
Divorce
Dissolution

Schedule a FREE Call With Us!
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PH: (949) 306-0353  |  E: [email protected]
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The information provided herein is the exclusive property of Legacy Financial, LLC, 2025. This material has been prepared for informational
​and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
  • Home
  • About
    • Our Process
  • how we help
    • Decumulation
    • What's Your Retirement Score?
    • Small Business Owners
    • Asset Protection
    • Virtual Family Office
  • RS Book
  • Contact
    • Schedule