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Small Business

Business Consulting

As a business owner, you wear many hats and are busy running the company.  So, it’s easy to procrastinate and assume that there will be plenty of time to take care of the “not important today” stuff later.  Unfortunately, what’s been delayed can bite you when you least expect it and you are still not ready.

Whether your business is small or large, we have extensive experience relating to business stuff and will be there to guide you every step of the way with solutions that include the following strategies and planning methods:

Business Owner Personal Strategies

Business Owner Personal Strategies

  • Financial Life Planning

  • Goals-based Wealth Management

  • Retirement Planning Life

  • Insurance Disability

  • Income Insurance
Business Owner Planning

Business Owner Planning

  • Executive Benefits Planning

  • Key Employee Benefit Strategies

  • Buy/Sell Plan and Funding Strategies

  • Contingency and Succession Planning

  • Post Business Sale Investment Strategy
Employee Benefits Planning

Employee Benefits Planning

Our Professional Network

We encourage collaboration with your current team of professional advisors to ensure the success of your personal and business strategies.  If you need a referral, we also have relationships with the following types of specialty service firms:

  • Group Health, Dental, and Vision Benefits

  • Group and Individual Long Term Care Planning

  • Voluntary Ancillary Benefits

  • Property and Casualty Insurance

  • Payroll Services

  • Estate Planning