Goal-Oriented Planning and Advice

for Business Owners & Executives

​High Net Worth Families, Business Professionals and Business Owners contend with a dilemma: They can't make more time in their day. As a result, their personal financial matters often go unattended. If this describes your life - and the state of your financial life - then perhaps we can help.

We offer a variety of services tailored to the needs and objectives of established companies, their owners and key executives.

​Perhaps it is time to delegate wealth management to a firm with experienced investment and insurance professonals who can help you meet your wealth management needs.
Business Succession Planning
What is the most efficient way to pass on or sell your business? Whether it is to family, management, or an outside buyer, we provide advice on how to structure and fund a tax-efficient succession plan that is consistent with your wishes and goals.

Buy-Sell Agreements
Do you and your business partners have a written agreement on how to transfer your business interest in the event of retirement, disability or death?  We can advise you how to structure and fund a Buy-Sell Agreement.

Benefits for Key Executives
We structure corporate-sponsored benefit programs for business owners and key executives. The programs include corporate-paid financial plans, deferred compensation and supplemental retirement plans, corporate-paid long term care insurance plans, group carve-out plans for life insurance and disability insurance plans.

Protecting the Business Due to the Loss of a Key Person
We provide advice and services to help protect the company from the loss of a key person resulting from a disability or death.​