Broker Check

Business Owners

Cost-conscious investment management focused on comprehensive financial planning.

<strong>Owner-Centric Financial Planning</strong>

Owner-Centric Financial Planning

We serve business owners across a wide array of industries. As a business owner, you face many day-to-day responsibilities and don’t always have the time to focus on critical financial strategies and risk solutions. We offer a comprehensive range of business-focused financial planning services, including retirement plans, investment management, executive benefits, tax reduction, business organization, and succession planning. As a small business ourselves, we are experts at financial planning for business owners and can help you achieve optimal financial stability for your business and your life. 

Holistic Wealth Management

It’s essential to integrate your business planning with your personal financial needs. Beyond assisting you with your business strategies, we help with a wide range of wealth management services, including retirement planning, legacy planning, investments, insurance, and more.

Business Organization

While there are many ways to organize a business, we offer solutions to ensure that your business structure incorporates tax, asset protection, compensation, and estate planning. 

<b>Succession Planning</b>

Succession Planning

There are two types of business succession: Planned and Unplanned.  If you can plan and orchestrate your exit from your business, it's truly the best of all worlds for you, your family, and your employees. Through proper planning and collaboration with the other professional advisors in your life, we'll help you and your business enter desired circumstances after your exit. Your succession plan can help ensure the smooth transition of your business to new leadership, mitigate taxes, prevent a loss of control over the disposition of your company, protect employees and corporate culture, and avoid a decline in the value of your business in the event of your death or unexpected disability.

Tax Reduction Strategies

We ensure that your business runs as tax-efficiently as possible, from paying down your debt, maximizing retirement savings contributions, being proactive about procurement and depreciation, deferring income, and making the most out of potential home office deductions.

Executive Benefits

We help you evaluate and implement appropriate plans to attract and retain employees and manage risks such as deferred compensation, long-term incentive plans (LTIP), carve-out, bonus, supplemental executive retirement plans (SERP), and Key person insurance.

<b>Retirement Plan Design</b>

Retirement Plan Design

We work closely with you to determine appropriate cost-efficient retirement plan options that help your business, your employees, and you individually pursue a financially secure retirement. We utilize Defined Contribution, Profit Sharing, Pension Plans, and ESOPs, or a combination thereof. We educate your employees on the company plan and options, along with consultation on their personal planning.

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