WORKING WITH PHYSICIANS
WORKING WITH BUSINESS OWNERS
WORKING WITH EXECUTIVES
Start with the right questions.
We work with business owners. We do this because we are business owners ourselves and understand the challenges and unique circumstances you face every day.
We will help you answer some important questions.
What is my business worth?
Do I have the right benefit plans in place to attract talent and support my retirement?
Is my business structured properly to protect my assets and minimize taxes?
Do I have a thorough exit strategy?
Will the sale of my business impact my retirement?
Our “Personal CFO” services were designed with business owners in mind. We will assemble a team of professionals to help you proactively plan and coordinate the future success of your business. Ultimately, we want to help simplify your life, so you can enjoy what you have worked so hard to build.
How are we compensated?
Our ongoing Financial Planning service is included with our Wealth Management services.
We also provide Financial Planning on a fixed fee basis if we are not managing your assets. Fixed fees will be determined on a case-by-case basis with the fee based on the complexity of the situation and the needs of the client. The fixed fee will be agreed upon before the start of any work and is a minimum of $5,000.
If you are looking to develop a strategy to pay for college, an income sustainability plan or for a single go-to fiduciary advisor to oversee every moving part of your financial life then please contact us for a free consultation.
Your life in a box.
Customized Wealth Portal
Your Personal Wealth Portal will serve as an easy way to track and manage your accounts and important documents in one convenient and secure location.
- Account balances and positions will be updated daily
- Access to an unlimited amount of online storage for photos, documents and videos
- Budgeting tool to stay on top of your cash flow
- Reports to see your entire financial picture
- Online collaboration in real-time to review your plan
This is all included with our Wealth Management services.
Schedule an Appointment
Please select a time from our calendar below to speak with an advisor.