Helping Entrepreneurs pursue their visions

As an entrepreneur, you know that planning is the key to running a successful company. The same can be said for your financial future. However, between the demands of work and the complexities of your personal financial matters, planning for your own future can be challenging.

We understand the many important financial matters entrepreneurs must address, including protecting assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale, wealth transfer, philanthropy and, ultimately, enjoying financial independence.

We can help you establish, manage and run the retirement plan that is right for you and your company, whether it is a defined benefit, 401(k), 403(b), profit sharing, SEP or similar employer-provided plan. In general, advantages of such plans include maximizing benefits and reducing taxes for you and other key staff members.

Your personal wealth is probably intertwined with your company, so we will help you have a solid exit plan in place for the eventual transfer of wealth to your personal and retirement accounts.

We serve entrepreneurs who see the value in having a well-designed wealth management strategy for addressing short-term needs for today, such as saving for their children’s college educations, and for tomorrow, such as retirement. You can rely on us to provide high-level expertise and guidance for your personal financial matters and the needs of your company.