Comprehensive strategies designed around your business needs.
I work in a collaborative process to understand the vision for your business and personal financial needs. By teaming with your other professionals (tax advisor, attorney, actuary), I help align your business and personal financial goals to help address your wealth planning needs.
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What role does the business plan have in my overall wealth plan?
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What are my business’ short- and long-term cash flow needs?
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How do I manage my restricted/concentrated equity ownership in the Company?
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What are the options available for offering an employer-sponsored retirement plan?
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What types of life insurance strategies can be utilized to protect my business?
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Should my business have a succession plan?
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Identify the Range of Value of your company. What is it worth today and what is it potentially worth.
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How will the sale or transfer of the business impact my personal wealth plan?
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Better understand your personal vision and personal financial needs.
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Align your business, personal and financial goals.