Strategies tailored to the business owner
Having first-hand experience as business owners ourselves gives us an invaluable and personal frame of reference.

Questions to consider:

  • Do you have a succession plan in place?
  • Is your personal wealth tied up in your business?
  • Do you have cash flow concerns?

Count on us for answers.

We have the greatest admiration for the vision, commitment and work ethic of business owners. It’s why we are dedicated to serving the financial needs of those who have established and built their own businesses.

We believe there are two key reasons why you should have a financial advisor who understands your needs as a business owner. First, you devote long hours to running and building your business, and do not have the time to devote to the crucial financial matters that must be addressed. Second, as with most business owners, your personal wealth is intertwined with your business and you need to have a solid exit plan in place for the eventual transfer of wealth needed to fund your retirement.

We’ll take the time to understand your goals and personalize a strategy for your business, including helping you establish and run a 401(k) plan designed to build retirement assets for you and your employees.

In fact, we will help you address a variety of needs that business owners have, including asset preservation, cash management, tax planning, employee retention, insurance, financing and succession planning. You’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

_______ “More important than the will to win is the will to prepare.” – Charlie Munger –
TELEPHONE: 410.308.1582 TOLL-FREE: 877.333.2395 FAX: 866.522.9695
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