Small Business

Small Business & Professionals

If you own a small business or have a professional practice, you know both the opportunities that it brings, and the challenges that are inherent in business ownership. We believe that every successful business has a team supporting it - lawyers to help protect the business, accountants to protect and track the wealth, and a financial advisor to help them grow their wealth and business.

We're active with hundreds of business owners and professionals, supporting them with clear advice that fits their specific needs when it comes to:

  • Group Insurance
  • Pension Plans
  • Salary Continuation Plans
  • Executive Compensation
  • Shareholder Agreements
  • Key Person Strategies
  • Succession Planning

Working alongside the legal and accounting teams they already have (or making introductions when they are in search of a support team), we provide business planning services for sole proprietors, professionals and private corporations.

Getting the most out of your business requires a team, and it requires a plan. If you have questions about either, contact us to start the conversation. This email address is being protected from spambots. You need JavaScript enabled to view it. or 1.877.989.1997

Other Services: Retirement Planning »