Financial Planning for Executives & Professionals

Many small business owners retain our team to act as personal consultants to the executive staff as part of the overall benefits program. Owners recognize the value of using a consultant who understand small businesses to advise executives on all aspects of their financial plan, including tax, estate, retirement and investment planning.

Based on a personal assessment, our team can offer you a full and unbiased money management and portfolio service tailored to your risk tolerance, time horizon and investment objectives. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office.