Business Planning

You work hard every day to build a strong future for your company and its employees.  As your financial consultant, I share your dedication to the financial well-being of both you and your business.  I offer access to investment and insurance strategies customized to address the individual needs of businesses of every size and in all stages of development. 

Company Retirement Plans

Employer-sponsored retirement plans, such as SEP IRAs, SIMPLE IRAs, and 401(k) Plans can offer significant tax advantages to the company as well as providing an effective recruiting tool for new employees. I can help design a new plan, or propose updates to your current plan, based on the unique requirements of your business. 

Business Continuation and Succession

As your business consultant, I can help you develop a plan to keep your business operating in the event that you or one of your partners wishes to retire or is unable to work. Insurance strategies can play a key role in funding business succession and continuation programs that are as important to your customers as they are to your partners, employees, and your heirs. 

I'm Here to Help

If you would like to discuss retirement plans and succession strategies for your business, please contact me to schedule a consultation.