Business Owners

Members of our firm have a long history of advising business owners. In fact, unlike many financial advisors, we are independent business owners ourselves. We understand the concerns business owners have about wealth accumulation, minimizing income and other taxes, and preparing for retirement. Our advisors have dealt with the benefits available to business owners. We thoroughly understand pension alternatives, distribution rules and structuring investments at different stages of the business life. We also have the expertise to address the specific issues of early retirement.

A key to getting the most out of business income is minimizing taxes while maximizing retirement savings. Understanding the interaction between the tax law and retirement plans may be a business owner’s most important tool in accumulating wealth. Similarly, a keen awareness of Federal and state estate tax laws is indispensable for business owners exploring succession planning or ensuring their companies stay in their families. 

While we focus solely on financial planning and investment management, our background in advising business owners is invaluable in planning for them. We understand the issues important for business owners, and we have a network of independent professionals who objectively evaluate and implement insurance and other benefits at our request. Although we certainly review tax returns in the financial planning process, we prefer that clients retain their own tax advisors and preparers. We work closely and cooperatively with our clients’ other trusted advisors. Our knowledge gives us a distinct edge in working with attorneys and accountants to get what is best for our clients.

Check the background of this investment professional on FINRA's BrokerCheck.