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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

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