Business Owners

Our Services

Integrated planning for the business owner means that your accounting, legal, investments and insurance plans are aligned towards your goals and working smarter for your future.

At different seasons and stages of your business you will need access to a variety of professionals that provide expertise. Imagine having a team of financial experts at your fingertips without needing to coordinate the technical details – that’s what we do.

We act as a trusted guide who can bring in the right team to protect, manage and grow what you have worked hard to earn.

Providing Clarity and Confidence in family and business wealth management.

How We Can Help

We provide a roadmap to help you focus on what is important in each season of your life. Through ongoing planning and counsel these financial areas are covered according to your needs:

Business Continuation Planning

Tailored consultation plans for your business that incorporates future tax and retirement planning for you and your business partners to achieve your business goals.

Corporate Insurance Planning

Insurance strategies and ownership structure planning to mitigate risk and provide peace of mind for now and in future.

Corporate Investment Planning

Investment methodologies and proactive monitoring of progress to achieve financial goals.

Executive Compensation Planning

Provide meaningful long term protection and retirement planning to recognize loyalty and contribution of key executives in the firm.

Succession Planning

Prepare for and address the financial changes that will occur during the succession planning process.

What To Expect

Step 1

Meet Your Advisor

In this strategic discovery session we understand your values, concerns and priorities so that your financial goals are kept at the forefront of all conversations moving forward.

Step 2

Formulate Your Strategy

A comprehensive analysis will provide you the financial improvements and opportunities to take advantage of plus the financial gaps to consider along with the solutions to address these gaps.

Step 4

Gain An Ongoing Guide

To ensure that you’re on track to meet your goals at different seasons in your life we proactively connect to review, strategize and adjust so that you have peace-of-mind about your financial journey now and into the future.

Over 30 years of experience!

For over 30 years, we have walked with clients in the different seasons of their life and their businesses, accumulating insights, wisdom, and best practices. We can relate to the different situations that come up for families, business owners, and professionals. Our commitment is to build trusted relationships with our clients and to guide them in the stewardship of their financial resources to achieve their financial goals.