You’ve built something valuable. We help you connect the financial strength of your business with the security of your personal future.
We specialize in assisting business owners with:
- Values-Based Financial Planning
- Integrating Business and Personal Financial Plans
- Investment Management
- Tax Minimization and Tax-Efficient Strategies
- Estate Planning Integration
- Business Succession and Exit Planning
- Business Valuation Consultation & Resources
- Key Person Buy-Sell Planning And Strategies
- Risk Management
- Strategic Insurance Funding (Including Premium Financing)
- Corporate Retirement Plan Design and Optimization: ERISA And Non-ERISA Retirement Plans Employee Benefits And Incentive Planning
- Coordination with your legal and tax team
