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FREE 60-SECOND QUIZ

Find the Right
Financial Planner
for Your Business.

Answer a few quick questions about your business and goals. We'll match you with a vetted financial planner who specializes in working with business owners like you.

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Vetted Planners Fiduciary Match 100% Free

What type of business do you own?

LLC
S-Corporation
C-Corporation
Sole Proprietorship
Partnership
Other / Not Sure

What is your annual business revenue?

Under $250,000
$250,000 – $500,000
$500,000 – $1M
$1M – $5M
$5M – $10M
$10M+

How many employees does your business have?

Just me
2 – 10
11 – 50
51 – 200
200+

What is your primary financial planning need?

Tax optimization & strategy
Exit or sale planning
Succession planning
Retirement planning
Business growth & cash flow
Personal wealth management

What are your total investable assets?

Under $100,000
$100,000 – $500,000
$500,000 – $1M
$1M – $5M
$5M+

How soon are you looking to work with a planner?

Immediately
Within 1 – 3 months
Within 3 – 6 months
Just exploring my options

Almost done! Where should we send your matches?

Enter your details below and a planner matched to your needs will reach out within one business day.

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By submitting, you agree to be contacted by a financial planner from Owner Financial's network. Your information is kept confidential and will never be sold.

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We've received your information. A financial planner matched to your business needs will reach out within one business day. Check your email for confirmation.

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