Who We Serve

Financial Planning for Business Owners

You put everything into your business to make it successful—now make sure you’re taken care of when you sell it.

As a business owner, your plans for the future center around your business. We will coordinate with your CPA, estate attorney and other professionals to build a roadmap for your future that merges your life at work and at home.

We help business owners with:
  • A full review of your financial picture
  • Personal tax planning
  • Financial planning before retirement
  • Charitable giving strategies to help offset taxes in high-income years and when you sell your business
  • Life insurance questions involving material wealth in your business
  • Ownership transition planning

Bob's Story

midcareer headshot

Ready to Simplify and Secure Your Financial Life?

Fill out the form below and we’ll be in touch to schedule an introductory call.

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