Specialization: Business Owners

As a business owner you take risks to be rewarded with the opportunity to pursue your career passions and support the community through your services and products.  As a fellow business owner, I understand the complex planning concerns and opportunities to ensure your personal financial ambitions and goals can be achieved.  Having a financial professional like myself can help you and your business from start-up, through growth, to succession and between.

Areas of Advice:

• Fee Based Planning
  
• Cash Flow and Profit Analysis
  
• Employee Benefits selection and implementation
  
• Retirement Plan selection
  
• Key Person Protection
  
• Buy-Sell Agreement Funding
• Continuity Plans