Business Owners

As a business owner, you have a myriad of challenges that demand your attention. Our customized approach allows you to focus on your business while remaining confident that your investments are being managed effectively. We can also help you identify the right tools for passing along your business most effectively and help you deploy those strategies.

We specialize in:

Investment management.
Income tax review and strategic planning.
Estate planning and coordination with attorney.
Retirement planning.
Education planning.

We also provide the following exit planning services:

Preparing a business for a third party sale.
Planning for an insider sale to a key employee or family members.
Utilizing trust and gifting strategies to transfer a family business.
ESOP planning.
Business continuity planning.
Non-qualified deferred compensation planning.
Designing advanced qualified retirement plans.

We specialize in:

Investment management.
Income tax review and strategic planning.
Estate planning and coordination with attorney.
Retirement planning.
Education planning.

We also provide the following exit planning services:

Preparing a business for a third party sale.
Planning for an insider sale to a key employee or family members.
Utilizing trust and gifting strategies to transfer a family business.
ESOP planning.
Business continuity planning.
Non-qualified deferred compensation planning.
Designing advanced qualified retirement plans.