Small-Business Owners

Independent business owners have poured their lives into creating their wealth. My role is to make sure they keep that wealth for generations to come. Our first priority for our business owner clients is to help them gain a sense of control over their individual financial situation, separate from their business assets. The business is, of course, an integral part of the net worth and finances of every business owner, but we want to give every business owner a sense of comfort that their family is being planned for with the same care and attention as their business receives. Our team will work closely with you to address the important issues you and your family face, both as part of the business, and as a family with your own planning needs.

Small-Business Retirement Plans

401(k) plans have become the sole retirement savings vehicle for millions of Americans. But employers are increasingly subject to lawsuits accusing them of providing their workers with outdated and expensive products. Does your 401(k) suffer from poor plan design, limited and inferior investment choices, excessive costs or bad investment management? Are you aware that as a plan fiduciary, your personal assets are at risk?

We can help reduce costs and time spent managing the plan while creating an easy transition from your existing plan. We will assist in complying with current and new regulations while helping manage your liability.