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If you own a small business, where do you turn to for help?

Business. Wealth planning

Though we provide comprehensive goal-based wealth planning and customized investment portfolios, our "heart" is to help small business owners and licensed professionals understand and improve the value of their company or professional practice so that they can effectively incorporate this into their total wealth planning. 

increasing business value. improving net-worth

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Knowing Your Net-Worth

Small Business Resource

Knowing Your Net-Worth

Comprehensive Life and Wealth Planning begins with and builds upon the owner's total net-worth. This, of course, includes the income drawn from and the value that can be transferred from the business or professional practice to support the owner's near-term, long-term and retirement goals. 

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Growing Your Net-Worth

Small Business Resource

Knowing Your Net-Worth

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. 

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Small Business Resource

Small Business Resource

Small Business Resource

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.