PERSONAL. WEALTH MANAGEMENT
Business. Wealth Planning
"Where do you go for help?"
If you own a small business or professional practice, you know how hard it can be to find someone to help you "work through" your challenges and opportunities. Do you expand? Hire more help? Bring on a family member?
When helping business owners and professionals, we take the same "personal" approach clients have come to expect from us as we find solutions that become an important part of the total wealth plan for them and their families.
For more than 25 years we've helped owners and professionals experience the life they want.
ADDING VALUE • tO BUSINESS & LIFE
Are your business and life working together?
At some point, every business owner wrestles with the need to balance the interests of their business with those of their family. Getting this "right" is especially important when you start thinking of retirement. When we work with you, we not only review your investments, but your business, your business goals, and - more importantly - how to align those with your values, your interests, and those you love most.
Do you know how much your is business worth?
Frequently, a small business or professional practice is the largest single asset in an owner's portfolio. Yet most are unaware of this value and, as a result, are filled with uncertainty as they try to plan for their retirement or transition.
When working with business owners, we appraise their business and update its value each year so that owners can move confidently to the future they desire.
In fact, knowing the value of your business is so important, we added a helpful link to get you started.
Is your personal balance sheet growing in the right way?
We do not limit our attention to the owner's investment portfolios but advise on and create strategies to grow their total net-worth. Consequently, we look at and advise on all of their assets including their business, real estate, rental properties, contracts, stock options, collectibles, etc.
Is your business impacting your wealth & retirement plan?
Where does the small business owner find help? And how do they know the help they receive is tied to their overall best interests? When we create business strategies, they support and are aligned with the owner's larger objective of increasing their business income and net-worth in order to meet his or her financial and life goals.