We help small business owners plan for the most important transition of their life.
Creating a financial plan for your business is an essential step for both today's operations and for your eventual retirement. As your financial advisor, we will help you build a strategy to manage the financial structure of your business now through your eventual retirement.

Why Work With Lafayette Square
We are comprehensive business advisors who will be by your side as you make key decisions for the management of your business finances. We help you administer your company retirement plan, find tax-efficiencies, discover the value of your business, and plan for your smooth transition to retirement.
Financial Planning for Business Owners Includes
Ready to get started?
Our first step is a complimentary discovery call where we get to know you and your unique situation. We’ll tell you about the planning process and how we will work together to build a financial strategy that works for you.