Offering expert financial planning for business owners.
As business owners, we understand and provide expert services tailored to optimize resource allocation to achieve the financial objectives of the firm. We help business owners design and tailor the best retirement plan to maximize contributions and minimize tax liabilities.
For business owner employees, we provide savings plans including 401k, profit sharing, defined benefit and cash balance. We ensure peace of mind that an appropriate succession and continuity plan is in place and reviewed periodically. Our approach is synergistic when coordinating with the business owner’s tax and legal advisors.