Giving business owners

the guidance they need


As a business owner, you’ve built something you care about – and you want to see it last. We understand. After all, we’re entrepreneurs at heart, too, and we’re well-versed in the challenges and opportunities before you. As your financial partner, we help you further your own brand of success by giving you the confidence to focus on what you do best.

You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and ensuring your workers have options for retirement planning.

Perhaps you want to reward your loyal employees and key staff members by setting up a company retirement plan, which can also help you plan and save for your own future. We can help you establish, manage and run the plan that is right for you and your company or nonprofit. We are involved with all aspects of the plan, including Investment Policy Statement development, investment recommendations, annual reviews and a high level of education for employees on site.

Having a business succession plan is also essential to business owners, as it can not only impact their own retirement, but the legacy they leave for their family. This important plan helps you address and resolve many important considerations. Should you transfer ownership to family members or employees or perhaps an outside party? Shouldn’t you have an orderly plan in place in the event of an incapacitating health event or death? How can you pull money out of the business in a tax-efficient manner? We help you answer these important questions and smooth the transition by building a succession plan to serve as your exit strategy.

We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to achieve your goals – personally and professionally. Our solutions capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.

HANDS-ON
Portfolio management

It results in benefits beyond just having an off-the-shelf investment plan.
HOW IT HELPS YOU