Customized strategies for business owners and entrepreneurs

Business owners are a dedicated bunch. Their businesses are intertwined with their lives, and their wealth is often tied up in their enterprise. There is a lot at stake, to say the least. This makes it all the more important to find experienced financial counsel to guide them in all aspects of running their companies, from cash flow management to business succession plans.

We understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. We can serve as your trusted partner and help you build on your business success, including designing a company retirement plan to help attract and retain quality employees.

Tyson Smith draws upon his own experience as a business owner to serve our clients. Before entering the financial services industry, he co-founded Illinois Marine Technologies and Prop Warehouse, Inc, business startups in Peoria, Illinois, that he helped build and successfully sell during the 1990s.

You’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – giving you more time to devote to running and growing your business.

Your needs are our focus, including:

• Asset preservation
• Cash management
• Employee retention
• Insurance
• Financing
• Retirement and succession planning