Specific Needs, Specific Solutions
From one entrepreneur to another, I can understand why you chose this path: freedom and autonomy. We wear many hats and take on so many decision making responsibilities as business owners on a daily basis. Whether you're a start-up or have been in business for awhile, we offer a full suite of personal financial planning and business consulting services to help your business grow and balance your personal life too.
Here’s a small glimpse of some of our services:
- Setting up a 401(k) or other retirement plan for your business
- Tax savings strategies for your business and personal taxes
- How to choose the right benefits for your company
- How to reduce your overhead, including a full analysis of the company's financial health
- Succession planning
We'd love to take some of that burden off your shoulders.