You own your business, your business shouldn't own you. Nonetheless, your personal success is intrinsically linked to the success of your company. Any plan to address your personal needs must also incorporate the needs of your business.
Attracting and retaining good employees, succession planning, family involvement; all are elements of your plan that most people don't have to consider when planning for their personal financial security.
As business owners ourselves, we develop your plan from a business perspective, making sure your plan reflects all aspects of your personal and professional life.
Your success and that of your business is our sole purpose. Whether advising you directly or securing outside services to address your needs, we strive to be your first point of contact for all of your wealth management needs - all with the assurance that we work for you, not the banks, brokerage houses or insurance companies.
Just a few of the needs we can help you address:
- Employee Benefits
- Retirement Savings Plans
- Investment Management
- Succession Planning
- Personal and Group Insurance
- Employee Education
- Buy/Sell Agreements
- Financial Consulting