Specialization: Business Owners
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