Business Owners

Civic Financial is a comprehensive financial planning firm based in Boston serving several hundred households and businesses across the country. We can help our clients with personalized comprehensive planning including all or many of the services listed below, or a solutions-based model focusing on just one or a few areas.

Business Owners

Direct Value-Added Services

  • All areas of personal financial planning outside of business planning (similar to our non-business owner clients).
  • Group benefit planning: 401k plans, profit sharing plans, SEP IRAs, health insurance referrals, group long term disability insurance, group life insurance, fringe benefits.
  • Buy-sell agreement planning.
  • Cash flow management.
  • Key man planning.
  • Succession planning.

Indirect Value-Added Services

  • Connecting our clients with other trusted professionals: estate planning attorneys, accountants, mortgage brokers, real estate professionals, property and casualty insurance professionals, private bankers, etc.
  • Introduction to our firm’s existing clientele and network for professional connections.
  • Social events sponsored by Civic Financial.
  • Access to competitive lending companies.