Financial Planning for Business Owners

Business owners have unique financial planning challenges and should have a financial advisor with in-depth knowledge of taxation, business valuation, investments and financial planning.

A Financial Needs Analysis provides you with a "range of possible post-exit monthly incomes" based on values you expect from your income streams, real estate holdings, investment accounts and range of business values.  We consider various exit dates, adjust the income ranges accordingly and present you with multiple exit date planning options.  You can now make informed decisions regarding the three universal exit planning questions.

We provide consultation on a full range of financial planning subjects such as college education funding, life insurance, disability, income taxes, real estate purchases, financing, retirement programs, etc. and planning for any of your unique financial goals.

We provide you with an investment plan based on a Nobel Prize Winning Passive Investment Philosophy.  Through our Wealth Management Consultative Process we manage your investments and work to protect, preserve and enhance your overall wealth though advanced financial planning activities.