Business Owners


Business Ownership

As a business owner, you are facing unique challenges, making difficult decisions and working to protect your present and future.

Who do you turn to when you have questions?

Our goal is to simplify your business financial planning. Executive compensation and benefit strategies, succession planning, employee benefits and key person protection can support your business goals. We’ll help you grow and protect your assets, put together tax-smart strategies and prepare you to exit your business when the time comes.

Business Valuation

Curious to see what your business is worth? Request an informal business valuation.

Request Business Valuation

Comprehensive Financial Planning

A well-conceived plan aids in financial success. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence comes from knowing your assets are invested according to your needs and working from a plan.

Business Succession Planning - Buy/Sell Planning

When you decide it’s time to exit your business, we prepare you to pass the control. We help business owners address plans and process to transfer control or management of your business for retirement. We also set a plan in case of disablement or unexpected death.

Risk Management & Employee Benefits

Do you know what happens to your business if something happens to you? What if something happened to a key employee? In addition to assessing the risks you face personally; we help you plan for the unexpected. It’s essential to have a plan around employee benefits to be competitive in the marketplace today. We can help you design an affordable and appropriate plan for your business that includes health, group life, group disability, retirement and more.

Key Employee Compensation & Retention Planning

Looking to keep your top talent? We educate and guide you on compensation packages to help you keep an edge on the competition.

Retirement Planning

Achieve your financial freedom. We help you manage life’s complexities with a full spectrum of retirement strategies to create the right type of retirement plan best suited for you and your employees.

Tax Planning*

Are you paying too much in taxes? We can help project your tax liability ahead of time and recommend tax minimization strategies that can reduce your current or future tax liabilities.

*Specific tax consequences should be verified by your tax advisor. Financial Advisors do not provide specific tax/ legal advice and this information should not be considered as such. You should always consult your tax/ legal advisor regarding your own specific tax/ legal situation.

Business Valuation

Have you ever had your business valued? What could you get in the open market for your business? Understanding the answers to these questions for planning and retirement is essential. Through our resources, we can help you estimate the value of what you’ve built.

Legacy/Estate Planning

Your business value and estate value can go to three potential places: The Department of the Treasury and your State’s Division of Revenue, your heirs, or charities of your choice. Which of these is most important to you? Even if the goal is not to leave a legacy, there are still critical estate planning questions to answer, regardless of age.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Advisor Contacts

Check the background of this firm on FINRA’s BrokerCheck (site opens in a new tab).
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