Business Owners

Business owners and their businesses are vital to our economy. We prefer that you concentrate on your passion, your business, and have confidence that we can help guide you through the process of saving your profits, growing your profits, and then turning those profits into a stream of income in retirement. Having a team consisting of sound legal counsel, capable tax advisors, and experienced financial planners can simplify the life of business owners and make the decision making process well defined and properly analyzed. Some of the services we provide business owners are:

  • Cash Flow Analysis
  • Cash management
  • Tax Planning
  • Investment Planning
  • Retirement Planning including Retirement Plans
  • Business Succession Planning
  • Wealth Transfer
  • Buy-Sell Agreements and Funding