Our Services

For
Business

Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, we can help.
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Worksite solutions

We help business owners identify and prioritize the protection and financial strategies that are critical to the ongoing success of the business — throughout every stage of the business. With understanding the value of your business as the foundation, we can help you address the core planning pillars — family, business, future and team — so you can help minimize personal, business and financial risk.

How we help your business

We walk you through a full range of retirement products, plans, and services, as well as an array of insurance products to consider for your business and employees. We provide you with access to innovative tools designed to help both employers and employees unlock the power of all their benefits.

Core pillars of your business

We help ensure that your protection planning extends beyond the business and to your family and heirs, including:
  • Helping to protect your income stream
  • Being fair and equitable regarding the distribution of your estate
  • Helping you manage debt.
There are steps you can take to help mitigate some of the risks that can threaten the viability of your business, such as:
  • Drafting and properly funding a buy-sell agreement
  • Protecting against the loss of a key employee
  • Determining the value of the business with your attorney*
*Oladipo Wealth Management does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

We help ensure that the income and lifestyle you’ve become accustomed to as a business owner can still be achieved when you leave the business by helping you:

  • Build a retirement income strategy
  • Focus on growing enterprise value
  • Understand all available exit options
The importance of having benefit plans in place to encourage top talent to stay loyal and keep the business ahead of the competition can never be overstated. This includes:
  • Offering employer-sponsored retirement plans
  • Providing selective benefit packages to top performers
  • Choosing and grooming the appropriate successor to the business
Services for your business

Have questions?

Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the business, we can help. Contact Us today and we’ll help you to develop the right strategy for your business. Our financial professionals are ready to help.

It does not matter how your journey begins; what matters is how it ends.

Let us help you get there. 

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Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 250 West 34th Street One Penn Plaza Suite 2035 New York NY 10119-0002 (212) 736-2001. Oladipo Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

We are licensed to sell insurance products in the following jurisdictions: CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, NJ, NM, NY, OK, PA, TN, TX, VA, WI.

Lanre Oladipo, domiciled in New York, California Insurance License 2077992, Gabriel Mizrahi, domiciled in New York, California Insurance License 0M95412

We are Licensed to sell securities products in the following jurisdictions: CA, CT, CO, DE, DC, FL, GA, IL, IA, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, WI, WA.

© 2024 Oladipo Wealth Management. All Rights Reserved.

CRN202703-4942844

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Our contact details are listed below. If you would like to send us a message, please use the form provided. You may also instantly book a 30 minute meeting with us.
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