Strategic Tax & Benefit Planning for Arizona Business Owners

Bayntree helps small and medium-sized business owners make the most of their pre-tax dollars with smart, effective strategies.

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A group of people sitting around a table laughing with a female Arizona business owner laughing and caring for her employees through a 401(k) with Bayntree Wealth Advisors in Scottsdale Arizona.

For Business Owners

Bayntree's collaborative planning process incorporates your trusted business advisors to create a true team approach. We help empower you to use your pre-tax dollars as effectively as possible.

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A small business owner in Arizona in a suit with his arms crossed smiling because of the pension plan and advice he built with Bayntree Wealth Advisors.

Identify Proactive Tax Strategies

Evaluate Employee Benefits

Develop Business Risk Strategy

Establish Owner-Only Benefits

For Benefit Planning

Leverage our wealth of experience utilizing pension plans for tax planning and enhancing employee recruitment and retention. We can help you in crafting a streamlined, cost-effective benefits package that support your personal financial objectives and your employees' needs. Strategically aligning your employee benefits strategy with the overall business objectives will enhance your company's growth and financial health.

Get Your Pension Analysis

View 401(k)

A group of Arizona employees smiling with paperwork in their hands after learning about their 401(k) from their plan administrator Bayntree Wealth Advisors.

Reduce Expenses By Eliminating Inefficiencies

Reduce Trustee and Fiduciary Liability Risk

Increase Plan Services Offered to Employees

Evaluate Employee Benefit Plan Options

Retirement & Financial Planning in Arizona

With Bayntree, You Can Retire With Confidence

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Income Planning

Get an income plan designed to provide you with financial security and meet your income goals for retirement.

Investment Management

Build a customized investment strategy to achieve long-term financial goals that keep you focused and on track.

Tax Strategies

Understand the value of a financial plan crafted with tax planning in mind to help minimize your taxes and maximize your savings.

Risk Management

Protect your assets with strategies that help safeguard against rising healthcare costs, market volatility, inflation and longevity.

Legacy Planning

Design an estate plan to provide for your loved ones, minimize taxes and expenses, and carry out your wishes.

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Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

Schedule a Meeting

480.494.2750

Bayntree team in the conference room in their Scottsdale Arizona offices discussing investments and their clients dream retirements.

Strategic Tax & Benefit Planning for Arizona Business Owners

Bayntree helps small and medium-sized business owners make the most of their pre-tax dollars with smart, effective strategies.

For Business Owners

For Benefit Planning

With Bayntree, You Can Retire With Confidence

Income Planning

Investment Management

Tax Strategies

Risk Management

Legacy Planning

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Imagine Living the Retirementof Your Dreams

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Imagine Living the Retirement
of Your Dreams