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2038 Vermont Drive, Suite 107a, Fort Collins, CO 80525

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Financial Planning for Business Owners

Aligning Your Business and Personal Finances for Long-Term Success

At Goodwin Petrilli Financial, we help business owners simplify complexity, build financial structure, aiming to turn business success into personal financial freedom.
Your company is more than a source of income — it’s a major part of your wealth, your legacy, and your retirement strategy. We help you coordinate every moving part so your business and personal goals work together.

Whether you’re growing your company, planning for a transition, or preparing for retirement, our team provides clarity and confidence at every stage of ownership.

Why Business Owners Choose Goodwin Petrilli Financial

Why Business Owners Choose Goodwin Petrilli Financial

Independent, fiduciary advice* with no product requirements or hidden fees.

Experience helping entrepreneurs coordinate business and personal finances.

Collaboration with your CPA, attorney, or other professionals for seamless planning.

Modern tools and secure digital systems for clarity and convenience.

A dedicated advisor who understands the demands of business ownership and plans accordingly.

What We Focus On

What We Focus On

Business Retirement Plans: Designing and managing SIMPLE IRAs, SEP IRAs, and 401(k) plans that benefit both you and your employees.

Cash Flow & Liquidity Management: Ensuring your business and personal finances maintain the right balance for flexibility and stability.

Tax-Efficient Strategies: Coordinating with your CPA to minimize taxes through plan design, contributions, and timing strategies.

Succession & Exit Planning: Helping you prepare your business for sale, transfer, or gradual transition — with a focus on preserving your long-term wealth.

Risk & Insurance Planning: Reviewing coverage to protect both personal and business assets.

Investment Management: Building and maintaining portfolios that align with your goals, time horizon, and comfort level. Our business is built on a foundation of thoughtful client relationships.

*Registered reps are only legally obligated to act as a fiduciary in advisory relationships. Registered reps are not legally obligated to act as a fiduciary in brokerage only relationships.