BUSINESS OWNERS

The financial complexities of owning a business can often feel overwhelming.

I take as much off of your plate as possible and help you build a team of competent and proactive professionals around you so that you can focus on what you do best—running your business.

Cash Flow Management

Comprehensive Tax Planning

Saving & Investment Planning

Portfolio & Investment Management

Active Coordination With Other Professionals

Comprehensive Insurance Analysis

Comprehensive Estate Planning

Employer Benefits Planning

you own a business

Whether your a solo-preneur or own and operate multiple companies, we'll be a great fit.

I've come to understand the problems you face like they're my own (many of them are) and, consequently, know exactly how to solve them.

HIGH INCOME

You might be making more than you know what to do with. Or, more likely, you know you're a high income earner but feel behind because, for one reason or another, you haven't managed to save nearly as much as you think you should have.

Individuals and couples with a combined income of $400,000 or higher are also a great fit for my retirement plans.

if this sounds like you, let's get in touch!

Schedule a meeting

what to expect

right now,

you know you have the following issues, but have no time to address them:

You almost certainly overpay your taxes.
You're sitting on too much cash.
A large amont of your personal assets are exposed to liability.
Your business has no sucession plan.
You know you could be doing more to save for retirement.
Communicating everything to your various contacts (CPA, attorney, etc) is overwhelming.

You've worked too hard to be worrying about these things! You started your business to escape the rat race and have instead fallen into a different version of it.

There's a lot going on, but you lack the time and expertise to balance it all.

but when we work together

I take care of it all!

Whether it's cash flow management, employer sponsored retirement plans, succession and estate planning, or saving and investing for your future, we'll work together to bring order to the chaos.

And when a certain strategy requires an additional layer of specialty, I'll make a connection to a trusted professional that I've personally vetted.

You've outsourced all of your headaches to a single point of contact, leaving you with not only the time, but with the emotional capacity to do what you do best - running your business.

business owners