• Who We Are
  • Meet The Team
  • Get Started
  • Services
    • Financial Planning
    • Investment Management
    • Blog
    • Spokane Business Owners
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  • More
    • Who We Are
    • Meet The Team
    • Get Started
    • Services
      • Financial Planning
      • Investment Management
      • Blog
      • Spokane Business Owners
      • Links
  • Who We Are
  • Meet The Team
  • Get Started
  • Services
    • Financial Planning
    • Investment Management
    • Blog
    • Spokane Business Owners
    • Links

Spokane Business Owners

Spokane Business Owners

When was the last time you went on vacation and didn't worry about your business burning to the ground?

We help Spokane business owners worry less about their business. Synergizing personal and business planning to save time, so you can do more of what truly matters.

Van diagram of a list of reasons why business planning and personal planning synergize together.

Specializing in helping Spokane business owners, our team of financial advisors has developed a process that adds value to business owners to accomplish their personal and business goals.

Don't have a retirement plan?

  • Most business owners who aren't using a retirement plan miss out on a huge opportunity to save money.


  • From sole owners to 50 employees, we find out if a retirement plan would add value. Implementing setup, investing, and ongoing education.


  • Having a retirement plan gives your financial advisor, CPA, and attorney a powerful tax, retirement, and succession planning tool.

What happens to your business?

  • Identify your goal and vision for the future of your business.


  • Identify where your business is currently at unsellable, family transition, employee buy-out, or arm's length sale.


  • Prepare leadership and create a strategy for your business so that when the planned or unplanned transition occurs, you are in an optimal and tax-efficient position.

Where should my profit go?

  • Once your business is profitable, it's important to prioritize your cash flow in a way that fulfills your personal and business goals.


  • Identify your four funding buckets: living expenses, emergency funds, business growth, and retirement.


  • Balancing these four buckets is key to reaching your business and personal goals.

Very few successful business owners completely fund their retirement through the sale of their business

Get Started
  • Meet The Team
  • Get Started
  • Financial Planning
  • Investment Management
  • Links

7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

(509) 443-0845

Copyright © 2023 Stewardship Concepts Financial Services, LLC - All Rights Reserved.  SCFS LLC Concepts Financial Services, LLC is a registered investment adviser in the State of Washington.  The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.