Business Planning Services

The next step in the process is to see how your business interest will impact your overall wealth management strategy.  Whether you are a business owner or an employee, your business interest offers additional opportunities as well as potential complications.


We take an inside-out approach to business planning.


This involves beginning with the personal profile to determine where the business needs to be directed or how it can best be utilized as opposed to starting with the business and allowing it to do the directing.


In this step of the process, we determine whether a business owner feels his enterprise is in a Growth, Maturity, Survival or Succession mode.  Each has a unique influence on shaping a client’s financial needs.


Some of the areas we will exam are:

  • Executive Compensation
  • Retirement Plan Design
  • Key Employee Benefits
  • Group Employee Benefits 

Taking a team approach is critical to making decisions and accomplishing our goals.  We facilitate the advisory team communication so that there are fewer obstacles in developing and implementing your personalized strategy.