Business Owners

Designing comprehensive strategies to meet your business needs.

We work with you 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), we help align your business and personal financial goals to help address your wealth planning needs.

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

• What are my business’ short- and long-term cash flow needs?

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

• What are the options available for offering an employer-sponsored retirement plan?

• What types of life insurance strategies can be utilized to protect my business?

• Should my business have a succession plan?

• What is my business worth today and what is it potentially worth in the future?

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

• How can I better align my business, personal and financial goals?