We specialize in helping business owners make wise financial decisions that complement both their personal and professional growth. Our objective is to unite these two halves of your financial world with a comprehensive plan that supports your vision of success. By addressing the four cornerstones of financial planning, we make sure you are positioned for a secure, fulfilling future in every area of life.
Wealth Management Investing
- Retirement Planning
- Stocks/Bonds Mutual Funds/Exchange Traded Funds
- Real Estate
- Variable Products
Business Strategies Planning & Entities
- Entity Planning
- Business Valuation
- Employee Benefits
- Buy/Sell Agreements
- Employee Stock
Ownership Plan - Key Person Planning
- Mergers & Acquisitions
- Succession and Exit Planning
- Capital Funding
Tax
Strategies Minimize & Diversify
- IRA/SEP/Simple Single (K)
- 401(K) 403(B)
- Tax Harvesting
- 1031/1035 Exchange
- Profit Sharing
- Pension Plan
- Cash Balance
- Deferred Compensation
- Cost Segregation
Risk Management Insurance & Documents
- Wills & Trusts
- Health Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
- Estate Planning
- Auto & Home Insurance
- Property and Causality Insurance
- Umbrella/Liability
- Emergency Savings