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Business Owners

Peace of Mind for Those Who Lead and Build

Running a business comes with people, plans, and responsibilities that deserve protection. We support entrepreneurs, small business owners, non-profits, and firm partners who are building something that matters and want to protect it for the long run.

Confident businesswoman with short blonde hair holding a tablet, smiling while inspecting inventory in a warehouse—representing Arroyo Financial's support for business owners and entrepreneurs.

We Commonly work with:

How We Support Businesses:

Retirement Plans (401(k), SIMPLE IRA, SEP) – Set up tax-advantaged plans for owners and employees.

A business owner wanted to offer retirement benefits but didn’t know where to begin. Jeremy helped her launch with clarity and confidence.

A growing team needed a strong benefits plan. Jeremy helped them build one that improved morale and retention.

A tech firm wanted to safeguard its CFO. Jeremy structured a policy that brought leadership peace of mind.

Two law partners needed a plan in case one passed away. Jeremy created a simple, effective buy-sell strategy.

A small business owner needed insurance to finalize a $1.5M SBA loan. Jeremy made it happen quickly and smoothly.

A law firm partner wanted protection if he couldn’t practice. Jeremy got him the coverage he needed.

Schedule a Business Strategy Call

From employee benefits to business succession planning, we help you build a stronger, more secure company.