Financial Planning and Investment Advice

Designed for Business Owners

 

As a business owner, you have unique needs which aren't addressed with typical financial planning and investment advice. Every personal financial planning decision must also consider the impacts on your business. I act as your partner in navigating between your personal financial needs and the financial needs of your business.

Financial Planning is specifically designed to fully fund the four key financial needs of every entrepreneur:

Owners’ Lifestyle

Financial planning designed to help ensure the owners’ have tax-efficient and stable income to fund the financial needs and life goals for their families.

Business Growth

Your business is the single most important investment and asset you own, which is why financial planning must include a fully-funded plan for business growth.

Business Slumps

Plan for economic downturns to ensure your business has cash reserves to survive and thrive during the inevitable slowdowns in your industry.

Owners’ Retirement

Your retirement is contingent upon funding and preparing the transition to focusing on other life goals without impacting the long-term success of the business.


Get Expert Advice on:

  • Cash flow analysis and debt management

  • Business and personal risk management and insurance consulting

  • Advice for balancing investing in your business and investing in the market

  • Retirement planning including planning for transfer or sale of the business

  • Integrated business and personal tax planning

  • Business continuity and estate planning

  • Personal financial planning advice

  • And More...


Specialized Services

401(k) & Other Retirement Plans

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Offering a 401(k) or other retirement plan is easier (and cheaper) than you think. Offer a desirable employee benefit, lower your taxes, and provide for your and your employee’s retirement!

Strategic Business Coaching

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Grow your business with expert business coaching which integrates your personal finance needs with your company's financial, marketing, human resources, and operational needs.

Retirement Plan Fiduciary Review

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If you currently offer a 401(k) or other retirement plan, we provide fiduciary review of current providers to help you fulfill your legally-required monitoring of plan providers.


Employee Financial Wellness Programs

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Increase employee loyalty and productivity by offering a Financial Wellness Program. Research has shown 300% ROI on Employee Financial Wellness Programs.

Business Continuity Planning

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Planning to ensure your business continues even if you can't be at the helm. Business continuity planning preserves both your income and your most valuable asset.

Selling or Transferring Ownership

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Transfer ownership with a plan which considers multiple factors including tax implications, retaining control, and funding your retirement and your life goals.