Premium Financing, Business Insurance & Investments, Succession Planning, Key Man Insurance

Financial Planning and Insurance Strategies for Business Owners

Many businesses partner with Financial Colors Wealth Management because we understand what it is to be a business owner. We can relate to the daily challenges of operating a business, working with employees, filing monthly, quarterly and annual forms and payments, running payroll, updating monthly bookkeeping and finding ways to reduce business expenses. It can be fun and challenging to be a business owner. However, you also need a team in place that can help achieve the financial goals of the business and advise how to better protect your business and your employees.


Financial Colors Wealth Management clearly understands business owners and help businesses in many areas so that you and your business can grow, maintain and protect your wealth and your business with our many products and services which include the following:


  • Financial Planning for businesses owners
  • Succession Planning for businesses owners
  • Life Insurance Strategies for businesses owners
  • Disability Income Insurance
  • Key Man Insurance
  • Investment Planning for businesses owners
  • Tax Reduction Strategies
  • 401k, 403b, SEP IRA and Simple IRA Plans
  • Solo 401k and Self Directed IRA's
  • Defined Benefit Plans and Executive Benefits
  • Group/Employee benefits
  • Profit Sharing Plans
  • Captive Insurance 
  • Buy/Sell Agreement Reviews
  • Business Wealth Forecasting
  • Attend meetings with your CPA and Legal Team
  • Commercial Property and Casualty Insurance
  • Workers Compensation Insurance 
  • Errors and Omissions Insurance
  • General Liability Insurance
  • Commercial Auto Insurance
  • And Much More



North Dallas, Frisco, Plano and surrounding areas




Contact Financial Colors Wealth Management

3400 Silverstone Dr Ste 173Plano, TX 75023

(469) 331-0887

Mon

9:00 am – 5:00 pm

Tue

9:00 am – 5:00 pm

Wed

9:00 am – 5:00 pm

Thu

9:00 am – 5:00 pm

Fri

9:00 am – 5:00 pm

Sat

Closed

Sun

Closed

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH REPRESENTATIVES OF  LINCOLN FINANCIAL SECURITIES, A BROKER/DEALER AND MEMBER SIPC.  INVESTMENTS OFFERED TO RESIDENTS OF AR, FL, IL, LA, OK & TX.  ADVISORY SERVICES OFFERED TO RESIDENTS OF TX.  LINCOLN FINANCIAL SECURITIES AND THEIR REPRESENTATIVES DO NOT OFFER LEGAL OR TAX ADVICE.  PLEASE SEE YOU PERSONAL PROFESSIONAL REGARDING YOUR INDIVIDUAL CIRCUMSTANCES.  LINCOLN FINANCIAL SECURITIES IS NOT AFFILIATED WITH  FINANCIAL COLORS WEALTH MANAGEMENT.  LFS-2566347-060319