Our Business is Knowing Your Business
For most business owners, their business is really their retirement plan. Blood, sweat, tears, and a great deal of money get invested into our businesses, and the goal should be financial independence and the company is a means to that end.
That’s why we start by getting to understand the roots of your business, your needs, and try to investigate the best solutions to help moving forward.
Then, by taking these complex situations and boiling them down to actionable concepts, we aim to help craft lasting financial plans that should sustain for generations to come. As a trusted fiduciary and servant leader to your goals, we’re here for you every step of the way.
Fee-Based Financial Planning
Informal Valuations (For Closely Held Businesses Only)
529 College Savings
Disability Income Insurance
Individual Retirement Account (IRA)
Long Term Care
Buy Sell Agreements
Deferred Compensation Programs
Corporate Group Benefits
Corporate Retirement Plans (i.e. 401K, Pension Plans, SIMPLE IRAs, SEP, etc.)