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Who We Serve

Small florist shop owners

Small Business Owners

As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated.

We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to achieve your goals – personally and professionally. Our solutions capitalize on our deep resources and insightful analysis and are customized to your needs. The intended result is a balanced plan interwoven with the details of how you picture your life.

Our Focus

Business Retirement Plans | Tax Planning | Long-Term Care Costs

They have two teenage children and are always thinking about college and retirement. They have very busy lives as small business owners, giving them little time to research and plan properly for their future.

They could work with Jay to learn about business and personal retirement plans. Jay can educate them on different approaches and suggest strategies not only for their business, but also for their employees and family members. This could give Jon and Katie confidence in what their future will look like and how to work towards it. We can forecast what retirement looks like for them, and help lead them on a path that will allow them to lower their business capacity as they get closer to their desired retirement age. We could help change Jon’s approach to savings and retirement with the goal of helping him move towards more financial freedom and confidence. Our planning could also help in specific areas of funding college plans and investment strategy within.

Overall, our relationship and planning for Jon and Katie could allow them to focus on their current business and lifestyle. We would maintain regular check-ins to help them maintain their level of confidence in their plan with online reporting and tracking.

The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.

CASE STUDY

Jon and Katie are trying to balance business and personal finances. They want to save as much in taxes as possible when their business is good and save the maximum for retirement.

They have two teenage children and are always thinking about college and retirement. They have very busy lives as small business owners, giving them little time to research and plan properly for their future.

They could work with Jay to learn about business and personal retirement plans. Jay can educate them on different approaches and suggest strategies not only for their business, but also for their employees and family members. This could give Jon and Katie confidence in what their future will look like and how to work towards it. We can forecast what retirement looks like for them, and help lead them on a path that will allow them to lower their business capacity as they get closer to their desired retirement age. We could help change Jon’s approach to savings and retirement with the goal of helping him move towards more financial freedom and confidence. Our planning could also help in specific areas of funding college plans and investment strategy within.

Overall, our relationship and planning for Jon and Katie could allow them to focus on their current business and lifestyle. We would maintain regular check-ins to help them maintain their level of confidence in their plan with online reporting and tracking.

The hypothetical example presented above are for illustration purposes only and do not represent any actual investor experience. Actual client results will vary.