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Customized Plans for Business Owners

We help Business Owners develop their game plan

Whether you are an established business owner or looking to start your own venture, we can help. As fiduciaries, we specialize in helping business owners formulate their overall plan and help them build personal wealth in the process. We advise on business formation, acquisition, succession planning, risk mitigation, and setting up/managing group benefits including 401k or related plans.  

Owning your own business can be extremely rewarding but also deeply challenging. While you focus on what you do best, it is critical to assemble a great professional team including your CFP, CPA & Attorney(s). Once your team is in place, it is important to be sure they are coordinating together in helping you achieve your goals. Feel free to reach out to discover how we might help serve you in your specific situation.    

Our Financial Solutions include:

  • Setting up and implementing 401k, Profit Share and Defined Benefit Cash Balance Plans
  • Tax Planning for your Compensation Structure
  • Clarifying Business and Personal Wealth Goals
  • Identifying and Mitigating Risks
  • Advising on Benefit Plans
  • Assistance with Banking & Loan Structure 
  • Business Succession Planning
  • Assembling your Professional Team

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