truly comprehensive planning
Owners often have 80% or more of their net worth tied up in their business. But most financial plans fail to address the business value or how it can be improved. The failure to help owners improve the value and manageability of the business can ruin their planning. We’re specialists in leveraging your closely held business to help achieve your financial goals.
Some business owners are running on a treadmill with no viable plan for leveraging the business to achieve their most important life’s goals.
Many fee-only advisors offer comprehensive financial planning, but if your business represents your largest asset, and the plan does not include how to enhance the value of your business, is it truly comprehensive?
We are one of the only advisory firms with the skill set to integrate your personal and business financial planning. Our unique service combines retirement income planning, portfolio management, and tax and estate planning with – business valuation, valuation enhancement and exit planning advice.
Let us assist you in breaking through your business plateau, reducing your financial complexity, and planning for the future you most desire
We’d be happy to spend some time discussing your business and personal financial needs and goals. Simply fill out the form and we’ll be in touch.