Tax Management: We assess your entire financial situation seeking for opportunities to be more tax efficient with dollars earned and invested. Knowing when to realize taxes and how much can greatly affect your overall financial plan.

Cash Flow Analysis: Without knowing where funds are currently being spent, we could not accurately give a full financial plan. We work with you to determine current and future net cash flows to help create a more detailed strategy moving into the future.

Employee Benefit Planning: We work alongside you and your employees to educate and provide financial planning services, while making sure each specific benefit makes sense for both your business and your staff.

Buy/Sell Agreements: Business continuation is essential when you've worked so hard to establish and grow your business. We can help you determine how to keep your business operating should something happen to one of the owners.

Improve Business Efficiency: Keeping your business running at optimal levels is just as important as fully-detailed financial plan. We will help look at all financial areas of your business to find efficiencies and create potential opportunities.

Insurance Analysis & Risk Management: Protecting what you've worked so hard to create is just as important as deciding where the funds should be allocated. We can help you deteremien the need for disability and key-man insurance so you can feel more confident your business will be taken care of should something happen.

Charitable Planning: Giving back is one of the most important things we can do with our time and resources. We'll help you give back to the organizations of your choice pursuing the most efficient and tax-conscious ways.

Click here for a PDF version