For Business Owners

You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers and stakeholders. With small businesses accounting for 50% of U.S. gross domestic product* isn't it time you, and others like you, had people equally dedicated to the well being of both you and your business?

Based on our thorough understanding of both the challenges and opportunities you face, we work to save you TIME and MONEY by coordinating advice with your team of professional advisors. We then provide customized strategies to address the unique needs of businesses of every size and in all stages of development, while delivering the highest level of client service. Some of the common business needs we address are:

  • Building and protecting personal wealth
  • Planning for business succession
  • Managing personal and business taxes
  • Effectively managing short-term cash
  • Attracting and retaining key people

We hope the attachments below will help you organize your thoughts, feelings, and business and personal lives so you can take more control - on your own, and/or with advisors when you choose.

As always, please let us know if you have any questions, would like some help, or want us to facilitate a discussion with people you care about.

*Source: Small Business Administration, May 2009