Services

Our Services

Business Services

Exit Planning - Helping business owners run their business so they can leave it in style.
Everyone in business right now will, at some point, leave that business.  The only question is:  will you do it on your own terms or not?  Unfortunately, few owners have a plan for this crucial transition.  Our seven step Exit Planning process is focused on enabling business owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

Executive Benefit Plans - Incentive plans for your most valuable employees.
Successful companies want to know how to overcome the "5R" Problem.  How do they Recruit, Reward, Retain, and Retire the employees who add the most to a firm's profit?  And how do they Reverse the tax discrimination these employees face in planning for their financial independence?  Our creative plans are designed to help companies achieve these goals.

Company Sponsored Retirement Plans - Helping your employees plan for a secure retirement.
Good employees are looking for assistance from their employer in planning for a secure retirement.  Retirement plans provide a tax efficient method to attract and retain good employees.  Banks, Insurance Companies and Investment firms all want your money, but not many want to take care of it!  Our Service Commitment is completely focused on taking care of your money, as well as the employees in the plan.

Personal Services

Comprehensive Financial Planning  
Successful individuals and families are faced with the complexities of ever changing tax law, insurance products, investment alternatives, etc., and generally have separate advisors managing each of these components.  Financial planning is not a product, it is a process.  Our Six-step financial planning process is designed to help you simplify your financial life, provide clarity and assist you in achieving your goals.

Wealth Transfer Strategies: Distribute your wealth on your terms 
Business owners and high net worth families face taxes exceeding 45% when they pass assets to the next generation.  We work closely with our clients and their other advisors to develop strategies that achieve objectives, minimize taxes and establish business continuity.  Our comprehensive Estate Planning process ensures that you are not caught dead paying a voluntary tax.

Wealth Management 
Financial independence is achieved when "work is optional and retirement is affordable."  Prudent investing requires knowledge, discipline and constant review.  We work carefully to develop an investment strategy that will help meet the unique objectives of each client.

Retirement Income Planning:  Stay retired with grace, dignity, and enough money
Most individuals save for retirement with a specific goal in terms of net worth, or they simply have the objective of accumulating as large an asset pool as possible.  Few individuals plan how to convert savings into a reliable retirement income that is predictable, sustainable, and has the ability to grow over time.  Even fewer strategize how they save to allow flexible options in managing taxes as they eventually convert assets into income.  We are specialists in helping clients plan for retirement income both during their accumulation years as well as their distribution years.