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10194 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

(317) 842-8488
threeoaks@ceterainvestors.com
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Business Services

Planning Support For The Business You’ve Built And The Future Ahead

Business decisions often overlap with personal goals, family priorities, taxes, retirement, and legacy. Headquartered in Indiana and serving clients across the U.S., Three Oaks Financial Planning helps business owners bring more structure to the financial choices that shape both their company and their future. With a planning-first approach, our team helps you navigate your options, stay focused on what matters, and make more informed decisions with the full picture in view.

Retirement Plan Consulting

A retirement plan can help you care for employees, manage business priorities, and plan for the future. Three Oaks helps business owners review options such as 401(k) plans, SIMPLE IRAs, 457 plans, and other workplace retirement solutions.

Business Planning

Business owners make decisions that affect income, taxes, employees, family, and future flexibility. We help organize those questions so your business strategy, personal priorities, and long-term plans are easier to see together.

Succession Planning

A strong succession plan starts before a transition is urgent. Three Oaks helps you think through ownership, leadership, family considerations, and the financial pieces that may shape the future of your business.

Exit & Transition Strategies

Selling, transferring, or stepping away from a business brings both financial and personal questions. We help you evaluate how a transition may affect retirement income, taxes, liquidity, family priorities, and long-term goals.

Key Person Insurance

Some businesses depend heavily on a founder, partner, or key employee. We help business owners evaluate how key person insurance may support continuity planning if the unexpected affects someone central to the company.

Buy-Sell Agreement

A buy-sell agreement can help prepare for future changes involving partners, ownership, family, or unexpected events. We help you consider how funding, valuation, and personal financial planning may connect to that agreement.

Cash Balance Planning

For some business owners, a cash balance plan may create another way to save for retirement while coordinating tax and compensation planning. Three Oaks helps evaluate how this strategy may fit alongside your existing plan and broader goals.

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Get To Know Three Oaks

Our work is grounded in personal connection, practical perspective, and thoughtful planning. We help clients feel informed, understood, and supported through life’s financial decisions.

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How We Bring The Pieces Together

Our process starts with your life, values, goals, and current financial picture. From there, we help turn scattered details into more organized next steps.

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Start With A Conversation

Your financial questions may connect to more than one decision, account, or season of life. A conversation can help bring those pieces into clearer view.

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