Business Owners

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.


Regardless of whether you have a few employees or are running a solo small business, entrepreneurship requires that your financial strategy is able to support your capital needs to fund business growth, be flexible to adjust to your changing business and personal needs, and provide you with the same level of protection that you would have if you were working for a large corporation.

Additionally, it is critical to explore any tax-advantaged planning opportunities that may be available to you as a self-employed, small business owner.


As a parent, you’re not only pursuing your own aspirations, but guiding your children towards their own success as well.

That’s why protecting your income, providing for your heirs, and having a flexible plan for your savings is considered vital to your family’s well-being.

Having the proper planning in place provides freedom, flexibility and choices for your family’s lifestyle, education and (don’t forget) enjoyment needs.

We believe that providing our children with pathways to take advantage of learning opportunities, both formal and informal, is one of the key roles of being a parent. Importantly, we feel the quality of these opportunities will be directly impacted by the intent behind our planning.

Furthermore, we realize that planning for your parents as they age is an immense responsibility and we’re here to lend our professional experience to support that process as much as possible.


You’ve worked hard for your entire career, and are ready to enjoy some relaxation and celebration.

However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.

Our objective is to ensure you have that same feeling of safety and security surrounding your income and protections during your retirement years as you experienced throughout your career.

Together, we’ll develop a plan that helps you optimize your income, liquidity and legacy needs during retirement.

Ready to get started?

Contact us to start building a financial plan that fits your current life stage.