Who We Serve

Business owners face unique challenges. So, it is important that you work with a financial advisor with the experience and knowledge to work with you as your business grows and changes.

You are your business. You’re constantly on the go; and, you need someone you can count on to understand you AND your business and who can supply you with the tools and expertise needed to create a comprehensive financial plan. We understand that each business owner’s challenges are unique as well and work with our clients to implement strategies that are tailored to those unique needs and wants. And, since your personal wealth is tied in with the success of your company, you need someone with the knowledge and experience to navigate those distinct demands.

Below are just some of the strategies we can help you with:

• Succession Planning
• Exit Strategy
• Tax Efficiency
• Estate Planning for Business Owners
• Business Retirement Plan
• Business Protection Strategies
• Business Lending Strategies
• Business Owners Long-Term Care

When you’re approaching retirement, it is important that all of the right questions are being asked regarding your retirement and that you have a solid view of where you are now and where you hope to be. How much income will you need in retirement? What goals and visions do you have for yourself and your family in retirement? When would you like to retire?

These are just the tip of the iceberg when it comes to planning for retirement, and we will help you navigate through all of those tough questions and work with you to develop a comprehensive plan that will help bring your desired retirement into fruition. We understand that each situation is different, and you want an advisor who will help you navigate through your unique situation.

Below are just some of the strategies we can help you with:

• Financial Road Map
• Retirement Gap Analysis
• Income Planning Strategies
• Debt Elimination Strategies
• Asset Preservation Strategies
• Family Healthcare Strategies

You’ve worked hard. We can help you to preserve what you’ve built and work with you to develop strategies tailored to your unique goals and needs. We have the knowledge and experience working with those in your situation, while understanding that each of our clients has their own unique goals – so, we’ll work with you to develop a plan that suits your hopes and dreams for your retirement, while maintaining excellent judgment, based on your unique situation and risk tolerance.

The point is, you’ve worked hard. And we want to help make sure you are able to enjoy your retirement.

Below are just some of the strategies we can help you with:

• Preserving Wealth
• Sustaining Income
• Tax-efficiency
• Estate Planning
• Required Minimum Distributions
• Aged Care Planning
• Inheritance Tax Mitigation
• Healthcare/Medicare Planning
• How earnings impact your benefits
• Strategies for boosting Social Security
• How spousal and survivor benefits work