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Business Planning

We work exclusively with family-owned and operated businesses to helps 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 business owner!


Our consultative approach to wealth management seeks to uncover opportunities and risks facing you on every level to protect, guide, and enhance your path to financial success. We focus on helping our clients as they seek to:

  • Maintain and grow profit margins
  • Manage business assets
  • Control cash flow
  • Develop marketing plans
  • Consider options for business expansion and financing
  • Implement employee retention strategies
  • Choose the best retirement plan option
  • Manage risk
  • Minimize impact of taxation

Some of the most important and poorly understood tools for enhancing personal wealth, maximizing tax savings, and improving employee retention are Defined Benefit, Defined Contribution, Age-Weighted, New Comparability, Cash Balance, and Floor-Offset Retirement Plans. We work closely with a Third-Party Administrator (TPA) to assist in designing the most suitable plan based on our clients’ objectives and help them comply with applicable portions of the Internal Revenue Code. Unlike some plans that offer a hand-full of costly mutual funds, we apply the same fiduciary approach to our retirement plan participants as we do to our wealth management clients.

Does Your Plan Offer the Right Benefit at the Right Cost?

Contact Us to request a complimentary review.

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