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Financial Planning for Business Owners

Running a business is exciting, empowering, and fulfilling, but with those benefits come challenges like the demands on your time. As business owners ourselves, we get it. Many entrepreneurs aren’t able to dedicate the same amount of time to their personal finances. That’s where we come in.

Your business objectives play a big role in determining your financial plan. When the time comes for changes like retirement or new opportunities, count on us to help devise a strong exit strategy, ensuring a seamless wealth transfer to fund your future.

Our clients who are business owners typically engage with us using the services listed below.


Strategic Asset Management

You can rest assured that you and your money are taken care of when you use our full service offerings. When your needs change, we work closely with you and adjust your strategy to prepare for capital protection, asset growth, business succession, retirement and more.


Retirement Planning

Start early on your retirement planning by developing a wealth accumulation plan with us, based on your specific goals and objectives. As you approach and enter retirement, we guide you on critical decisions and implement a strategy that will secure your financial vitality permanently.


Estate Planning

Estate planning helps ensure that your assets are designated for the use you have intended. Our assistance may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.


Charitable Giving

You may want to give to your favorite charitable trusts, private family foundations, community foundations, or donor-advised funds. Utilizing outright gifts, will or trust bequests and beneficiary designations, we’ll help optimize the way your wealth is shared with others.


Business Succession Planning

You need a succession plan that puts you, your family, and your business in the best possible position during a foreseen or unforeseen transition. We’ll help you develop this strategy in a tax-efficient manner that helps you realize your vision for the future.


Risk Management

Many people don’t consider the need for insurance and how it can impact their wealth. If you want quality insurance alternatives that offer a layer of safety for you, your family, your business, or your organization, we can help.


Financial Transitions

Our Certified Financial Transitionists (CeFT), have specialized training in financial planning and wealth management in the face of personal transition including divorce or death of a spouse. We employ an array of specific strategies, processes, and services to help make your situation less stressful and more productive.


Tax Planning

Wealth management and tax planning are interrelated and should be treated so. With our team’s guidance, you can put yourself and your family in a better position to meet your future goals by implementing a strategic tax strategy.

You’ve worked hard to build your professional success. Let us help you prioritize your personal financial future so you can enjoy what you’ve built. Contact us today to embark on this journey together.