How We Work With Business Owners


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As a business owner, you work hard to build success.

We work hard to give your financial situation the attention it needs and deserves.

As holistic financial planners, we look at the big picture. We want to be sure that both your business and your family are protected. 

We help with tax and retirement strategies and collaborate with you in creating a sustainable future for your lifestyle and your business.

No matter which stage you are in, building, growing, or transferring your business, there are financial solutions that can help get you where you want to go.

  • What keeps you up at night?
  • Do you have a properly planned exit strategy?
  • Do you know if you can sustain your lifestyle in retirement?
  • Do you have an exit strategy for the unexpected?
  • Are you paying too much in taxes?
  • Are you limited in how much you can set aside in your retirement plan?
  • Are you concerned about losing key employees?
  • Would you like to see if you are able to reduce business and personal taxes?
  • How can you continue to receive the benefits of your success when you retire?
  • What is it that you would like to accomplish?
  • Do you know what your business is worth?

We help with a variety of Business Planning Strategies

  • Business Valuation
  • Risk Management
  • Business Succession and Exit Strategies (planned and unplanned)
  • Retaining and Rewarding Employees
  • Executive Bonus Plans
  • Qualified and Non-qualified Plans
  • Key Person Insurance
  • Buy/Sell Agreements

Let us help bring you some comfort, confidence, and clarity.