Finance

  • Estate Planningwe can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate settlement.

  • Business Management Consulting— we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.

  • Closely-Held Business Succession Planning we will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession.

  • Asset Protection we can lead you through a well thought out plan to legitimately shield your assets from taxes and litigation through various asset protection techniques including gifting, trusts, insurance, retirement planning, business entity selection and more. Our goal is to help protect what you’ve worked a lifetime to achieve.

  • Retirement planning we can help to ensure you achieve financial security later in life through proper planning now.

  • Financial planning we help you develop a plan that will reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, renovations, travel, tuition and retirement.