Business Owners

Comprehensive planning designed around your specific needs as a Business Owner.

We recognize the challenges business owners face in managing their wealth. Since your company or professional practice is one of your most important assets, we work with you to offer customized products and services. We provide trusted advice and guidance to address many questions and situations that come up, including:


  • What role does the business play in my overall wealth plan?

  • How do I manage my restricted/concentrated equity ownership position in the company?

  • I want to retain my key employees. What are the options available for offering an employer sponsored retirement plan?

  • How will the sale or transfer of the business impact my plan?

  • Do I have the appropriate insurance coverage for my family and my key employees?