Financial Planning & Insurance Solutions tailored for Small Business Owners.
YOU DESERVE THE BEST POSSIBLE FINANCIAL ADVICE, STRATEGIES AND TOOLS.
WHO WE SERVE
We Support Small Business Owners and their Employees with Navigating Major Business and Life Transitions:
Start-Up and Career Growth
Building the right foundations that best supports your growth
Major Life Wins and Losses
Keeping you in the game even when life throws you curveballs
Retirement and Family Legacy
Enjoy the fruits of your effort.
Protect what you’ve built.
WHAT WE OFFER
OmniPlan
Advanced Tax, Retirement and Business Planning Strategies
Advanced Risk Management Solutions + Comprehensive Wealth Management
Advanced Tax Planning + CPA Coordination and Ongoing Tax Impact Monitoring
Advanced Retirement Planning + Business Succession Modeling; Exit Strategies
Estate & Trust Coordination + Multi-Jurisdiction / Cross-Border Planning
Foundations
Everyday Planning Strategies and Insurance Solutions
In-Depth Financial Needs Assessment + Cash Flow & Budgeting Monitoring
Tax-Advantage Savings Tools for You & Employees + Retirement Planning
Ongoing Investment Monitoring + Investment Advice and Coaching
Affordable Group and Individual Insurance + Ongoing Insurance Reviews
We Also Offer A '‘Menu of Services” For One-Time À la Carte
Perfect For Those Just Wanting To Get Things Checked Off Their List!
Previous Jobs 401(k) Rollovers
Starting Savings Account
Setting Up Company 401(k)
Setting Up Company Group Plan
ICHRA and HRAs With Ancillaries
Individual Life/Health Insurance
Investing Behavior Coaching
Saving For College Accounts
Setting Up Endowment Accounts
UTMA and UGMA Accounts
Employee Financial Literacy
Individual Retirement Accounts
Individual Brokerage Accounts
Solo-401(k) SIMPLE IRA and More
Business Owned Life Insurance
Income and Variable Annuities
HOW WE WORK
Receive the Best Possible Financial Advice
Starting from an In-Depth Analysis of your financial situation…
We Design and Implement the best possible financial plan and strategy that’s tailored to you.
Our “Too Good to Be True” Offer
WE WILL…
Review your investment accounts and show you whether or not you're making the most amount of money for the least risk
Review recent tax returns and business structure (beyond what the CPA does) to make sure you're not overpaying in taxes
Review all of your private and group insurances to ensure you're optimizing and receiving the best benefit that's right for you
AND…
Review and stress test your retirement plan to show you when you can retire and what you can do to not out-live your money
AND…
Connect you with our advanced planning team for tax-efficient exit strategy and estate planning strategies specifically tailored for business owners
100% COMPLIMENTARY
Service You Can Count On
ACCOUNT PROTECTION
Assets under management are custodied with Charles Schwab, a member of the Securities Investor Protection Corporation (SIPC). Schwab offers additional asset protection provisions. Visit Schwab.com to learn more.
FIDUCIARY RESPONSIBILITY
As registered investment adviser representatives, we are legally obligated to put your interests first. However, we have never needed legal obligations to put clients’ interests first. Because to us, being decent human beings is just who we are.
PRUDENT ADVISORY PROCESS
We focus on quality, value, and the fundamentals of business and finance. We never gamble. We don’t speculate. We pride ourselves on ensuring that every ounce of advice and guidance we provide is rooted in fact, wisdom and objective truths.
“Financial Planning Gave Me Direction.”
