An Untapped Opportunity
Rather than keeping surplus cash on hand, businesses may invest for numerous reasons: to fund upcoming capital expenditures or strategic initiatives, to cover deferred compensation, to protect against business interruptions, or to make key business acquisitions. Investing makes sense for many, if not most businesses—yet it’s an opportunity that often gets overlooked. Dean Dorton will look into it for you, identifying ways that investing could further your business strategy before creating and managing a diversified portfolio. Additional services include:
Qualified Retirement Plans (401k)
Find the best option for both employer and employee.
Wealth From a Business
Turn revenues into ROI with strategic investments.
Succession Planning
Bring new leadership onboard without creating disruptions.
Why Dean Dorton?
Business Experts + Investment Advisors
Business and individual/family investing are drastically different. Businesses must understand where, when, why, and how much investing makes sense for their strategic goals over the short-and long-term. It’s a sophisticated analysis, followed by the challenge of turning that analysis into an effective investment portfolio. Many wealth advisors lack the experience and expertise this requires. Dean Dorton wealth advisors, on the other hand, have spent years helping businesses plan, manage, and help improve their investments. When experience matters consider engaging our team with your business investing.
Meet Our Experts
Compete Smarter
See how your business strategy could benefit from an investment strategy. What you discover may surprise you.
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