Free Discovery Call for Business Owners - Cut Taxes, Grow Wealth

What We Do

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Tailored Financial and Tax Strategies for Business Owners

At Seek & Find Financial, we help business owners do two things better: grow their wealth and cut their taxes. Whether you’re investing for the future, protecting what you’ve built, or rethinking your business structure - we’re here to guide you with personalized strategies built around your specific goals.
We don’t do cookie-cutter. We don’t sell one-size-fits-all products. We do what makes sense for you.
Start Your Custom Plan Today

Our Services

We offer two main service categories - both designed to work together to give you full control over your financial picture:

1. Wealth & Risk Management

Invest smart. Protect what matters. Prepare for the future.

What’s included:

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    Personal Wealth Planning – We help you invest based on your risk tolerance, goals, and timeline — using a wide mix of tools (traditional and modern).
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    401(k) & Profit Sharing Plans – For business owners and their teams, we design retirement plans that are tax-efficient and aligned with your long-term strategy.
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    Risk Management – Life happens. We make sure you’re covered with the right life insurance, disability protection, and financial safety nets.

What makes us different:

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    We’re not tied to any one product or platform.
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    We consider everything from stocks and bonds to real estate, crypto, and annuities.
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    We build plans that evolve with you — not plans that lock you in.
Let’s Talk About Your Investment Goals

2. Business & Tax Consulting

Keep more of what you earn — and build smarter, not just faster.
Most business owners pay more in taxes than they need to. We help you change that.

Tax Strategy & Optimization

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    We start with discovery: How is your business structured? Who’s on your financial team? What’s your current tax burden?
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    Then we look for real opportunities to reduce what you’re paying — not just at year-end, but year-round.

Business Structure Consulting

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    We’re not bookkeepers. We’re strategic advisors.
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    We help you re-evaluate your business setup for maximum tax efficiency and long-term growth.
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    This is especially valuable for owners who are wearing too many hats and want to make smarter decisions with less stress.

What makes us different:

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    We work in tandem with your CPA and legal team (or help you build one).
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    We find missed opportunities by asking the right questions.
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    We focus on strategy, not the status quo — so you stop overpaying and start planning ahead.
Find Out If You’re Overpaying in Taxes

Why Clients Choose Us

Book a Discovery Call to See What’s Possible

Truly Custom Planning

No check-the-box templates. Every client has a unique situation, and we tailor every strategy accordingly.

Fiduciary Standard

We always put your interests first. We recommend what’s best for you, not what pays us more.

Holistic, Not One-Dimensional

We blend traditional and modern tools, from IRAs and annuities to crypto and business equity. We don’t limit ourselves - or you.

Discovery-Led Process

We ask questions that uncover what you really need - even if you’re not sure how to ask yet.

Special Focus on Business Owners

We know how closely your personal finances are tied to your business. We know the pressures. We know the opportunities.

Who We Work Best With

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    Business owners tired of overpaying in taxes
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    Entrepreneurs juggling personal and business finances
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    Blue-collar leaders who want to grow but don’t have time to manage it all
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    People who want advice the whole family can actually understand and trust
Who We Work Best With

Your Plan Shouldn’t Look Like Anyone Else’s

At Seek & Find Financial, we believe your financial strategy should reflect your values, your goals, and your real-life circumstances — not just industry averages or a generic model.
We’re here to walk alongside you, ask better questions, and build a plan that works in the real world.
Start Your Custom Plan Today
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WARRANTIES & DISCLAIMERS
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There are no warranties implied. Seek & Find Financial is a registered investment adviser located in Valparaiso, Indiana. Seek & Find Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Seek & Find Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Seek & Find Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as  Seek & Find Financial solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Seek & Find Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Seek & Find Financial please contact the state securities regulators for those states in which Seek & Find Financial maintains a registration filing. A copy of Seek & Find Financial’s current written disclosure statement discussing Seek & Find Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Seek & Find Financial upon written request. Seek & Find Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Seek & Find Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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