Who we serve
Business Owners
Proactive Financial Planning & Investment Management
Let’s face it. Most of us are short on time. You are no different. Business owners want a strong financial plan—and a strong financial advisor who can proactively manage that plan.
Small business owners have a lot on their plate and often find it difficult to invest strategically for the near future. When approaching retirement, we help them come up with a formal plan for transferring their business to a new owner.
How we help
We focus on your financial plan so your time is more your own.
Maximizing your saving rate
We focus on cash flow and minimizing taxes through small business retirement planning so you can live the life you want to live. Your time and your values are our main focus. We provide simplicity to your complex life so you can achieve your goals.
Support Your Business Retirement Plan
Deciding on what options are available for your business retirement planning comes with challenges. That’s why we help with plan creation—from SIMPLE IRAs to SEP to 401(k)s or cash balance plans. Our retirement planners have customized solutions built just for you and your business.
Managing Assets From a Sale
A lot of time and effort goes into starting, running, and eventually selling a business. We’ll work alongside you to help optimize your opportunities post-sale, manage your assets effectively, and help you create generational wealth that lasts for years to come.
Assisting With Cash Flow
Business owners are constantly thinking of cash flow, and our investment management strategies provide support to help you maximize your cash flow—whether it’s merging with another business, scaling, or creating a separate passion project.
Solutions for a Better Quality of Life
Tailored financial planning for goals-based financial plans
Financial Planning 
Investment Management 
Retirement Planning How this service can help you
Business owners want their business, their future, and their children’s future to be in their control. But if your focus is on your business’ bottom line, then who’s keeping a sharp eye on your personal finances? That’s where we come in. We can smooth out financial complexities so you can focus on what’s most important.
How this service can help you
Our investment managers believe making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios in accordance with your risk tolerance and time frame to help you achieve your goals.
Business Retirement Plans
We help entrepreneurs and business owners create a business retirement plan that is beneficial for you and your family while also satisfying your employees’ retirement needs.
Personal Retirement Plans
Business owners need retirement planning for life after the business as well. There are many plans to choose from, and we act as your personal CFO to help navigate and choose the correct one that will help you retire and save on taxes.
SUCCESS STORIES
Addressing the unique challenges faced by business owners
Not Knowing When to Retire
One client opened their own ear, nose, and throat practice in their early 30s. Like many other business owners, the company’s growth came with a cost. The time requirement of running the business took away the freedom and opportunity to focus on other things. We stepped in as their personal CFO to help prioritize their three-, five-, and 10-year goals.
Together, we were able to: Read More
- Implement a retirement plan to help save on taxes
- Create a retirement bucket
- Shift extra cash into a well-diversified portfolio (to create an additional income stream for future passion projects)
- Guide the business sale to create multigenerational investment management through estate planning
Besides creating an actionable financial and retirement plan, our client was most grateful for having more time with their family and the opportunity to enjoy an early retirement…instead of working to live.
Partner with us to
Maximize your
options
Achieve more than just financial freedom with a solution that will allow you to devote more time and energy toward your personal life.
Schedule a no-obligation, risk-free consultation with one of our advisors to discover all the possibilities of a financial plan that works for you.