Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial strategy.

You've invested your time, talents and treasures to create your business. Your life, however, is about more than your business. And yet the two can go hand in hand as you use your business to create the rich, full life you’ve always imagined.  We can help you evaluate whether strategies to grow your business will make your life better or will subject you to unacceptable financial or lifestyle risks.

We provide general consulting services to business owners and businesses.  These services are usually on an ongoing basis and may include advice about:

  • Business Valuations
  • Succession issues
  • Executive compensation
  • Business insurance and protection
  • Employee Benefits and Retirement Plans