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If you’re interested in getting to know each other better over a pressure-free, 15 minute intro call for your specific financial circumstance:

 

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 Invetment 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 and 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