We provide financial security to closely-held business owners, professionals and executives by helping them build, preserve and transfer wealth. In serving our business-owner clients, our approach is to 1) learn their financial goals, and then 2) participate in the development and implementation of comprehensive and tax smart strategies for achievement of those goals. The tools we use are business, tax and financial planning, along with quality accounting advice and services.

Menu of Services:

• Tax Planning
• Financial Planning
• Retirement Planning
• Estate Planning
• Business Succession Planning
• Disaster Planning
• Health insurance Planning
• Life Insurance Planning
• College Funding Strategies
• Cash Flow Management
• Employee Benefit Analysis
• Employee Work Incentives
• Informal Business Valuation
• Business Acquisition Consulting
• Asset Protection & Preservation
• QuickBooks Consulting