Business Owners & Entrepreneurs

Running a successful business takes so much of your time and energy. Hiring and training staff, running day-to-day operations, dealing with clients and customers…what about your own personal finances? With no time or energy left to take care of your financial plan, we find that business owners need our services to organize their own financial road map. We analyze corporate structures, design tax efficient corporate investment strategies, and help develop business succession plans.

We work closely with your accountant and lawyer to ensure that all of your hard work contributes to a wonderful retirement lifestyle.