Identifies and mitigates financial risks to your business.

Includes insurance planning and crisis management strategies.

Protects assets and ensures business continuity.

Comprehensive assessment of personal and business assets.

Identifies opportunities for wealth growth and diversification.

Establishes a baseline for financial planning and goal setting.

Personalized strategies to achieve retirement goals.

Evaluates and utilizes best-fit retirement savings vehicles.

Focuses on long-term growth and income sustainability.

Review previous years’ tax returns and review tax optimization

Identify any potential future tax risks and reposition assets with greater tax-advantages

Qualified 2nd opinion from an independent CPA (confidential)

Customized investment management tailored to risk tolerance.

Diverse portfolios designed for growth, income, and stability.

Continuous monitoring and strategic adjustments.

Strategies to preserve wealth and plan for inheritance.

Includes wills, trusts, and estate tax planning.

Ensures your legacy and wishes are carried out.

Optimizing cash flow to support day-to-day operations.

Strategies for maintaining liquidity and funding growth.

Cash reserve planning for stability and opportunity readiness

Competitive compensation packages for key executives.

Includes bonuses, stock options, and long-term incentives.

Aligns executive rewards with business goals.

Analyze the operations of the business and recommend strategies to strengthen those operations

Verify annually that all business insurances are adequate

Identify key employees and begin to develop ways to retain them

Establish protection in the event of a premature death and/or disability of key people

Review retirement benefits for yourself and your employees

Consider different options for funding retirement outside of the business

Ensures business continuity and leadership transition.

Develop internal talent and identify future leaders.

Plans for unexpected events with buy-sell agreements.