Developing a strong financial plan, requires you to examine your situation, set goals, and measure your progress. We provide financial planning services on an hourly fee basis – no percentage of assets under management.
Do you plan to transition ownership and management to relatives or close members of your company’s “family”? We can help you plan now for how you want your company to evolve after you stop working.
Whether you’re negotiating a merger, considering new shareholders, or preparing to sell your business, we will assist every step of the way to ensure everything is done with your best interest.
Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times. Entity structure protects assets and saves taxes.
We provide all the traditional services normally provided by accounting firms and more. But Our focus is on helping our clients create wealth and keep it. We offer solutions through financial planning and investment management.
Our Financial Consulting services cover everything from determining the value of your company to calculating how much life insurance you really need.