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. We are your partner in navigating between your personal financial needs and the financial needs of your business.

  • Cash flow analysis and debt management
  • Business and personal risk management and insurance consulting
  • Advice for balancing investing in you business and investing in the market
  • Retirement planning including transferring & selling the business
  • Integrated business and personal tax planning
  • Business continuity and estate planning

Key Services


Establish a 401(k)

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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 own retirement!


Business Coaching


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


Employee Financial Literacy Programs


Improve employee loyalty and productivity by offering financial literacy programs at your company. Educational programs are offered through Purposeful Finance, our financial literacy organization.


Selling or Transferring Ownership


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