FINANCIAL PLANNING FOR BUSINESS OWNERS • WEALTH MANAGEMENT FOR BUSINESS OWNERS
Personal • Dedicated • Independent • Fee-Only
Personal • Dedicated • Independent • Fee-Only
Life and financial planning is personal; uniquely designed to support your dreams.
We will work together to create a comprehensive wealth strategy that helps you live a fulfilling personal and professional life, both now and down the road. We specialize in serving small business owners, partners in professional practices, self-employed entrepreneurs, executives ... you know; people like you who love what they are doing but have a hard time finding balance.
Our planning starts with and is designed around you: Your life. Your goals. Your career. Your future. Your dreams. We can't make this any clearer.
Once we know what's important to you and understand the life you want to enjoy, we focus on the habits, systems, and comprehensive planning to help you prepare for the future that's ahead by taking advantage of today's opportunities. Then, we track your progress and adjust your personal plan to keep up with your changing life.
As your life and wealth advisor, we are both your ally and advocate; supporting you wherever you live. We want to help you gain the confidence, direction, and clarity you need to thrive.
Paul Brown M.A. Founder/Owner
Your business is more than a source of income. It's also a dream, an investment, maybe even a legacy. We get that.
Your business is unique. It started with your dream, was built with your sweat, and has grown through the risks you took to add a new product, invest in new equipment, expand into a new location, and hire new employees. And now? Your business is not just a source of income, but an investment.
We understand. We provide comprehensive financial planning for business owners, helping them navigate each phase of their business journey from start-up to growth, all the way through the time when the business is transitioned to new owners or to a new generation of family leaders.
And during this time, we help owners add value - as they define value - to their business, and to their life.
Working with us will likely be different than with other firms because to us, you’re not an account, you’re a person.
For this reason, we’ll first get to know you and those closest to you. We’ll make certain we understand your plans, your goals, even your concerns. Because for us, personal wealth management is about you, and everything we do is based on your plans and needs.
Your dreams. Your future. Your hopes. And as you encounter different milestones and challenges? We'll be there, helping you reach the life you want.
We are committed to doing what is best for you and do what is in your best interest and not ours.
Many firms receive commissions and place product sales above their commitment to their clients. We don't. As "fiduciaries" we are legally and ethically bound to act in your best interest. Always.
Consequently, we will tailor our recommendations to your personal situation, wherever you are on your financial journey. Our commitment is to help you plan for those events you expect and overcome those you don't.
While others only look at your investments, we bring your entire wealth into a unified, personally designed plan to meet your life goals.
More than just your investments, a comprehensive plan begins with a clear picture of where you want your life to go and brings each piece of your wealth - your investments, retirement accounts, real estate, business, stock options - as well as your income, pensions, and Social Security, into a single unified strategy to help you achieve your financial and life goals.
This gives you confidence in your future and allows you to focus on what is important to you today.
Unlike other firms and robo-advisors, our services have one primary purpose: to help you reach your financial goals
You and your family have your own goals and priorities. To meet these, you need a custom-built plan that addresses every part of your financial life including estate planning, income taxes, asset protection, charitable planning, and investment management.
We tailor our services to your life. Whether you are planning for the arrival of your first child, considering a new job, starting a business, or close to retirement, we can lay out a path that leads to your success.
You need personalized, unbiased advice and access to all types of investment products that can meet your needs
Most financial offices are owned by national firms, insurance companies, or even banks. In these, advisors are employees of the office and may only be allowed to recommend a limited number of investment products, even if they are not best for you.
We are independent. This means that we aren't limited to proprietary investment products. In fact, we don't even have them. Instead, we can build your customized portfolio from thousands of investment options. This puts your interests and goals first. Where they belong.
