Ready to Make a Difference in Your Business?
We understand that business owners don’t just work in their business—they plan for it. Whether you’re preparing for growth, transition, or long-term protection, now is the time to take the next step. Let’s build a strategy that helps your business—and your legacy—thrive.
Your Business Is More Than a Balance Sheet, It’s a Legacy.
Running a business means making decisions that impact not just your bottom line—but your people, your family, and your future. At McDermid Financial Group, we collaborate with business owners to help them navigate these responsibilities with confidence. Our team brings decades of experience in helping privately held companies protect what they’ve built, plan for what’s next, and create lasting relationships for generations to come.
From protecting key leadership to retaining top talent, your financial strategy should reflect both where you are and where you want to go. That’s why we offer an integrated approach, combining protection strategies, growth planning, and succession support—all in one relationship.
Our Business Support Services
Succession & Exit Planning
Only 30% of family-owned businesses survive into the second generation.* We help you prepare a clear transition plan—whether you're exiting in five years or fifty.*
Executive & Employee Benefits
A competitive benefits package isn’t a luxury—it’s essential. We design plans that attract and retain top talent while managing costs and compliance.
Business Protection Strategies
From 401(k)s to custom retirement savings strategies for owners and executives, we help you offer meaningful ways for your team to save—and stay.
Financial Management
From key person coverage to business continuation plans, we help ensure your company can weather the unexpected.
Business Protection Strategies
We guide business owners in aligning company finances with personal wealth goals—ensuring your business success supports your life beyond the office.
