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Small Business Planning

We help you make optimal financial decisions for your business. Our goal is to maximize business financial management and personal wealth building for our clients. We consult in areas of executive compensation, key employee planning, tax planning, business succession planning, employee benefits, retirement services-qualified and non-qualified plans, portfolio management, asset allocation, and cash management.

Our approach starts with understanding you and your business. Your answers to the following questions will help us create a customized plan that is unique to you and your business, and fit in with the culture you have created:

  • What is your exit strategy?
  • Are you paying more in taxes than you think you should?
  • Do you know the value of your business?
  • Do you know how this will impact your estate plan?
  • Are you able to recruit, attract and retain key employees to help drive profitability of the business?
  • What kind of benefits should you offer especially given all of the changes in the healthcare arena?
  • Are you leveraging the business to help you reach your own personal goals?