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Financial Services for Private Business Owners

Financial independence affords security, flexibility, and opportunity. The security that comes with taking care of your family financially; the flexibility to choose the work and service for which you are passionate; the opportunity to reach back and help others. Independence is the end that wealth serves, Our mission is to help those people with whom we have a working relationship to define, plan for, and achieve their financial independence.
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Business Succession Strategies and Wealth Transfer

Wealth Preservation: Begin with the End in Mind

Corporate Financial Planning
Exit Strategies: Liquidity Options for Private Business Owners
Management Succession and Retention of Key Employees
Strategic Tax and Estate Planning*
Charitable Giving

Risk Management

Wealth Protection: Start With a Strong Foundation

Buy-Sell Agreements: Structure and Funding Insurance:
Corporate/Key Person Life Insurance
Personal/Trust Owned Life Insurance
Long Term Dis-ability
Long Term Care
Business Overhead Expense
Disability Buy Out
Individual Health or Medicare Supplement
Emergency Fund/Liquidity

Capital Allocation & Investment Management

Wealth Accumulation: Building Wealth Outside of a Private Company is Critical

  • Investment Advisory Services and Portfolio Management
  • Comprehensive Financial Planning
  • Retirement Income Strategies
  • Trust Services

Employee Benefits

Maximize the Investment in Your People

Qualified and Non-Qualified Retirement/Benefit Programs:
Investment Advisory Services for Qualified Retirement Plans
401 (k) Profit Sharing Plans; Pension Plans
Deferred Compensation and Salary Deferral Plans
SIMPLE & SEP Plans
Financial Planning Services for Employees

Employer & Employee Paid Health, Welfare, & Accumulation Programs:
Group Health Insurance; Dental & Vision
Section 125 'Cafeteria Plans'
Group Life Insurance (Voluntary & Employer Paid)
Group Short & Long Term Disability InsuranceEmployer & Employee Paid Health, Welfare, & Accumulation Programs:
Group Health Insurance; Dental & Vision
Section 125 'Cafeteria Plans'
Group Life Insurance (Voluntary & Employer Paid)
Group Short & Long Term Disability Insurance
Group Long Term Care Insurance
529 College Savings & Roth IRA Programs (Voluntary)