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Business Owner

You’ve built a successful business or professional practice.  It was your dream, your money, your belief and your time – and the risk was all on you!  Whether your company or practice is just off the ground or growing and thriving, you can enjoy the rewards of your efforts as well as reward those you have helped you succeed.  With growing resources you can protect and improve your financial position.

If you own a business or a professional practice, we’ll work with you to:

  1. Start or update a comprehensive investment and retirement PLAN – a plan to diversify your earnings and/or profit into other businesses, through stock and bond investments, may reduce your overall risk. Having a plan to attract and keep good employees and associates may improve your probabilities of continued success in your business or practice. Also, what is your plan to lower your ongoing and future tax bills and prepare for potential risks or key personnel losses that can hurt your business or practice?  Thorough planning is essential.
  1. Determine and coordinate your STRATEGY – taxable investments, stock options, company-sponsored retirement plan design & implementation, deferred compensation plans, key person insurance, buy-sell agreements – the right combination of tools for you and your business or practice may provide substantial growth and tax benefits. We’ll help you design the right plans that fit your planning goals and bring experts to the table to assist. 
  1. MANAGE the tools to maximize wealth while reducing risk and taxes – again, as an owner you have multiple ways at your disposal to build and diversify capital, grow wealth, reduce and/or transfer risks that can seriously affect you or your business and maximize benefits to you – while also attracting and keeping good employees and/or associates. It is also important to make or update a business succession plan.


You don't have to be a genius or a visionary or even a college graduate to be successful. You just need a framework and a dream.”   - Michael Dell

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