Financial Planning For


At Bold Barrel Financial, we’re dedicated to empowering business owners with comprehensive financial strategies that drive growth and stability. Our expertise spans creative investment solutions, corporate structuring, and ensuring tax efficiencies to optimize your business finances. We understand the unique challenges you face and are here to support every step of your financial journey.


Navigate the complex world of business taxes with our guidance. We identify opportunities for tax savings and ensure compliance with current regulations, keeping more money in your business.

Disability Insurance

Protect your business and personal income with disability insurance. It ensures financial stability, covering overhead and personal expenses if you’re unable to work due to illness or injury.

Succession Planning

Secure the future of your business with a clear succession plan. Whether passing it on to family or selling, we guide you through creating a strategy that aligns with your business goals and personal legacy.

Life Insurance

Secure the future of your business with strategic life insurance planning. We help you choose the right policies to protect your interests and those of your stakeholders.

Retirement Planning

Tailor your retirement planning to fit the unique needs of business ownership. We help you balance personal and business finances, ensuring a smooth transition to retirement.

Critical Illness Insurance

Safeguard your business’s future with critical illness insurance. Receive a lump sum upon diagnosis of a covered illness, allowing you to focus on recovery without financial stress.

Bold Barrel Financial is your partner in navigating the financial complexities of business ownership. Our tailored strategies in investment, structuring, tax planning, and insurance are designed to secure and enhance your business’s financial health. Ready to take your business finances to the next level? Contact us today to explore how we can help you achieve your financial goals with confidence.