Broker Check

Small Business Solutions

We provide individuals and business owners with proactive and holistic planning services. 

Our clients are able to reach their personal and professional goals in a more efficient and enjoyable process. In addition, I work with a trusted team of professionals who provide a wide range of expertise. These relationships allow me to work as a team to plan, select and implement strategies to help you achieve your most important financial goals and business objectives.

Client Centered

Our personal tax, accounting, and financial services, include (but are not limited to) the following:

  • Financial Planning
  • Investment Planning
  • Life Insurance
  • Retirement Income Planning Strategies
  • Social Security Planning
  • Long-Term Care Planning
  • Estate & Trust Planning Strategies
  • Tax Planning, Auditing & Accounting

As a business owner, you would also have access to the following additional menu of services:

  • Hiring Your Team
  • Employee Benefits
  • Employee Stock Options
  • Retirement Plans (401k, Profit Sharing, Cash Balance, etc.)
  • Buy/Sell Agreements
  • Business Valuation
  • Business Exit Planning & More!

To learn more about how we may be able to help your business, visit our Contact Us page and send us a message.