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A personalized approach to building your business

Financial strategy for your life’s best investment.

Are you facing these pain points as a business owner? 


◈ Not knowing the true value or worth of your business

◈ Not having a business exit strategy or thinking you will continue to work through retirement 

◈ Not working with a Financial Planner who understands all of the ins and outs of business ownership.

◈ Not knowing if you have enough money to retire happily

Foundation Business Planning Method

We have developed the Foundation Business Planning Method specifically for business owners. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

<b>Tax Planning:</b>&#160;

Tax Planning: 

We can help coordinate the taxation of business and personal income in a way that provides the greatest benefit to both the business and its owner.

<b>Risk Management</b>

Risk Management

Business Owners have to consider risks that are unique to their business. We can help build a risk management plan that fits your business. 

<b>Retirement &#38; Investment Planning</b>

Retirement & Investment Planning

Most small businesses become the owner’s major or only investment. We can help build a plan to ensure your needs are met when you choose to retire. 

<b>Estate Planning</b>

Estate Planning

Simple wills or family trusts set up for personal affairs may not be sufficient for the transfer of your business. We can help build a plan that ensures business continuity after death.

Contact us today to learn more about our Foundation Business Planning Method. 

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