Bringing it all together.

Business Planning

How can you make your business work for you, instead of just working?


The American Dream of owning your own business works best when you have a solid plan for how to make that business run well for you instead of just running you ragged.


Most of our business owners typically have the following questions on their mind:


How can I reduce my taxable income?

What is my business worth?

How do I protect the interests of my business if I die or get too sick to work?

How do I retain key employees?

How do I exit my business when the time comes?

How do I make sure my business is protected?


At Statera, we work hard to become a member of your team to create customized, unique strategies to help maximize your business potential and future success.


As a business owner you’re busy and have a lot to worry about. Let us help simplify your life as your trusted partner so that you can build your business in the most efficient way.

Are you planning on retiring completely or do you plan on alternating between working and retirement? Developing a retirement plan that meets your goals and expectations can be time consuming and time is valuable. Choosing an investment strategy, managing the assets within the strategy and regularly maintaining the plan to adjust for market changes is a job of which business owner have little time for.


With our help, the retirement planning challenge becomes simple and easier to fit within a complicated business schedule. We will work with you to develop a custom investment solution that is tailored to your goals, risk tolerance and time horizon. We will focus on who you are as an investor and leverage the revenues of your business to meet your personal retirement goals.

The complexities of the defined benefit space, more specifically the 401(k) space, have changed drastically over the past few years. There has been an increasing focus on plan sponsors and how they manage their plans, leaving companies and their executives at a higher risk.


Implementing an efficient and effective defined benefit plan is quite an undertaking. And the investment management portion of a plan is just a small piece of the entire picture. Along with maintaining the administrative burden, the investment solutions, and fiduciary role, plan sponsors must focus on the plan participants. However, with so much on their plates already, how can they focus on plan wellness?


Whether you are new the the defined benefits space or have an existing plan, we are dedicated to maximizing the corporate retirement planning experience for sponsors and their participants.

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