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Business Owner Services

At OTB Financial Group, we specialize in providing tailored financial strategies that empower business owners to maximize profitability, minimize tax burdens, and secure long-term financial stability. We act as trusted partners in structuring your business for growth while ensuring financial efficiency.

Tax Planning & Corporate Structure

1. Optimize business structures for maximum tax efficiency.
2. Work with CPAs to implement tax-saving strategies.
3. Leverage tax structures to reduce liabilities and increase cash flow.

Retirement &
Benefit Plans

1. Custom 401(k) and pension plans tailored to your workforce.
2. Pooled Employer Plans (PEP) for efficient retirement solutions.
3. Business succession planning and wealth preservation.

Investment &
Wealth Management

1. Managed money strategies aligned with business goals.
2. Diversified investment options for long-term stability.
Solutions for estate planning and asset protection.

Payroll & Administrative Support

1. Payroll processing solutions integrated with financial planning.
2. Coordination with third-party administrators (TPAs) for seamless operations.
3. Employee benefit structuring to enhance retention and satisfaction.
Trusted by the Best

Featured Partners

We collaborate with industry-leading financial firms, CPAs, and investment advisors, including:
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Why Work With OTB Financial Group?

Navigating the financial landscape as a business owner can be complex, but with OTB Financial Group, you gain a strategic partner dedicated to optimizing your finances, reducing tax burdens, and securing long-term growth—all with a personalized, independent approach.

Decades of Expertise

Over 40 years of combined experience in financial services.

Independent & Unbiased

We’re not tied to any single provider, ensuring we offer the best solutions for your business.

Proven Strategies

Our clients have leveraged our financial structures to save millions in taxes and enhance profitability.

Personalized Approach

Every business is unique. We craft strategies that align with your specific needs and growth goals.

OTB helped us restructure our business taxes, saving over $100,000 in liabilities while securing better retirement benefits for our employees.

— Dustin Weaver, The BBA

Next Steps: Free Consultation

Schedule a 15-minute strategy session to discuss your business financial goals and identify opportunities for optimization.
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