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Small Business Planning

Unlock your business potential with tailored financial advice! A financial advisor can help small business owners navigate budgeting, cash flow management, tax planning, investment strategies, and retirement planning, ensuring you make informed decisions for sustainable growth and success.

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Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Image by Recha Oktaviani

Calculators

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

1.  Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

LPL Financial Form CRS

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Please note that not all of the investments and services mentioned are available in every state.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Dow Credit Union and the Retirement and Investment Center located at Dow Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Retirement and Investment Center Located at Dow Credit Union, and are employees of LPL.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Dow Credit Union or the Retirement and Investment Center Located at Dow Credit Union. Securities and insurance offered through LPL or its affiliates are:

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Dow Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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© 2026 Retirement and Investment Center located at Dow Credit Union

LPL Disclosure
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