Entrepreneurs and Small Business Owners

Image of a woman entrepreneur or small business owner standing in her doorway
Entrepreneurs and Small Business Owners

As entrepreneurs and small business owners you wear a 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.

As a entrepreneurs or small business owners your concerns may include 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

Next Steps

If you’re ready to have a conversation, you can schedule a 15-minute call with me. If you’re not ready to schedule a 15-minute introductory call, that’s okay. I understand everyone needs to move at a pace they are comfortable with. If you’re not ready to dive right in, here’s the path many of my clients have followed;

  1. Learn More About Who I Am And How I Work With Clients
  2. Subscribe to the Blog
  3. Schedule a 15-Minute Call to Get to Know Each other

Learn More About Who I Am And How I Work With Clients

My Bio and My Most Read Blogs About My Prior Job (Army Diver) Part 1 & Part 2
My Financial Planning Philosophy
My Investing Philosophy
How I Work With Clients


Subscribe to the Blog

If after reading about me and how I work with clients you’re still not ready to schedule a call, subscribe to my blog. I regularly write content that I’m sure you will find useful. And don’t worry, my goal is to inform and educate my clients and subscribers, not to spam your inbox!


Schedule a 15-Minute Phone Call

You’ve read about me, you’ve subscribed to the blog, and now you’re ready to talk. This call is nothing more than getting to know each other. I want you to ask me the questions that will let you know I would be a good fit for you and your family. I’m going to ask you questions to make sure my expertise aligns with your needs. If after our conversation we feel that we should continue the dialogue, we’ll schedule time to have a more in-depth, fact-finding meeting. You can use the scheduling tool below to pick a time and date that is most convenient for you.