For All Your Small Business Needs
We work with family-owned and operated businesses to help our clients strike the perfect balance between the needs of the business and those of their family. Small business owners often face conflicting priorities - no one understands that better than another small business owner!
Our consultative approach to wealth management seeks to uncover opportunities and risks facing you on every level seeking to protect, guide, and enhance your path to financial independence. We focus on helping our clients as they seek to:
- Reviewing suitable retirement plans for owners and staff (SEP, SIMPLE,401K, Etc.)
- Evaluate future capital needs, debt liabilities and risk assessments of all investments.
- Plan and consider options for continuity such as sale, succession, estate planning or ESOP eligibility.
- Consider tax and benefit strategies for stakeholders, to maximize benefits and income efficiency.