Who I Serve

Small Business Owners

 

You’re passionate, motivated and ambitious. You’re goal-oriented, but there’s only so much time in the day and focusing on personal finance may be the last thing you have time to do. I understand. I’m a small business owner myself and I can relate to your unique struggles. Let me take care of the personal finance side of your life, so you can worry less and have more time to do what you love.


Services include:

  • Choosing the optimal business entity

  • Planning for volatile, uneven cash flows

  • Investment management

  • Retirement planning, individual and employee plans

  • Estate planning

  • Tax minimization strategies

  • Consultation on insurance needs specific to small business such as liability, key person, disability, etc.

  • Succession planning

  • Referrals to a network of quality professionals covering a diverse range of occupations

Entrepreneurial Professionals

 

You may not own a small business, but you’re successful, ambitious and passionate about your work. You’re a risk taker and although you may not sit in the founder’s seat, your entrepreneurial spirit is unquestioned. Perhaps you desire to start your own business one day or prefer to excel in a leadership role at your current employer. Regardless, I can help.


Services include:

  • Management of cash flow and debt

  • Assistance with employer-sponsored benefits

  • Investment management

  • Retirement planning

  • College planning

  • Estate planning

  • Tax minimization strategies

  • Consultation on insurance needs such as liability, home, auto, disability, etc.

  • Referrals to a network of quality professionals covering a diverse range of occupations

 

Click here to schedule a free, 15-minute phone consultation.