Business Owners

Focusing On You

As a business owner, your time is valuable. The Financial Services for Business Owners can work with you put a strategic financial plan in place that helps you meet your unique needs and future goals, address personal financial issues, or to manage intricate compensation packages. Whether you need financial planning assistance for your business, your personal finances, or both, we are well versed in the challenges and opportunities available to legal professionals. Benefit from a financial advisor who understands the risks and rewards of your profession and can provide sophisticated, convenient financial services to help you meet your life's goals.  We focus on educating you through the various life stages of your career and matching those stages with appropriate financial strategies.

Contact us today for a complimentary, no obligation consultation.

Your Business, Your Family, and Financial Planning

♦ Business Solutions 

♦ Key Person Agreements

♦ Business Estate Planning

♦ Executive Bonus Plans 

♦ The Golden Executive Bonus Planning

♦ Preparing for Changes in Ownership

Goal Setting

Financial Positioning

Cash Flow Analysis

Liability Analysis

Risk Management

Business Continuity

Income Replacement

Liability Analysis


Defined Contribution Plans

Defined Benefits Plans 

Small Business Plans

Employee Benefits

Group Life Plans

Group Disability Plans

Wellness Plans

Family Solutions

College Planning

Estate Planning

Long-Term Care Strategies

Tax Strategies

Tax Strategies

Tax-favored Investments

Estate Tax Evaluation


Contact Us to Get Started