ESSENTIAL GUIDANCE for you and your company

As a business owner or entrepreneur, you’re building something you’re passionate about – and you want to see it prosper. We’re well-versed in the challenges and opportunities that lie ahead. As your financial guides, our goal is to help you further your brand of success and enable you to focus on what you do best.

Like all business owners and entrepreneurs, you’ve learned that your personal and professional life may intertwine in ways you may not have anticipated. We’ll help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue both your personal and business goals.

Our strategies capitalize on our deep resources and insightful analysis and are customized to your individual situation. The result is a balanced plan interwoven with the details of how you picture your life.

We’ll take the time to understand your business and help you address a wide variety of important needs, such as asset preservation, cash flow management, tax planning, estate planning, employee retention, insurance and financing.

When it comes time to sell your company, we feel we have a well-established approach to help you be prepared personally, financially and emotionally; maximize the potential value of your business and make it transferable. Lastly and perhaps most important, we can help ensure there is a plan in place for “what’s next.”

Our services include:

• Business sales and valuations
• Retirement planning
• Personal wealth management
• Risk management
• Lending solutions*
• Insurance and annuities**
• Estate planning
• Charitable giving
• Cash management