Entrepreneurs and Small Business Owners

You wear any number of hats and constantly juggle multiple issues. You’re likely not just responsible for yourself, but your family, employees, and customers. With all of these people depending on you, effectively managing your hard-earned money, being tax-smart, and protecting your wealth is more than a challenge. When you first started, you could focus exclusively on your business without as much at stake, but now that you’re successful, you’re wondering if now is the time to lift your head up and see important details should be managed professionally.

Your concerns entail some or all the following:

Financial Planning and Investment Management

  • Uneven cash flow from seasonal revenue
  • Retirement, Brokerage Accounts, and Education Savings
  • Real Estate: Primary Residence and Investment Properties
  • Business Valuation considerations

Mitigating Tax Liability

  • Balancing tax savings now with income tax planning for later
  • Deduction considerations
  • Estate & Probate Tax considerations

Estate Planning

  • Trust considerations
  • Wills, Power of Attorney, Health Care Proxy
  • Succession Planning
  • Gifting Strategies

Risk Management

  • Maximizing employee benefit offering
  • Needed additional coverage for untimely death, disability, long term care
  • Wealth transfer