We help identify the appropriate plan for your business that allows for the optimal tax-deductible contribution. Pension and retirement plans help owners save business profits for the future thereby diversifying personal wealth away from business risk.
The single biggest risk for any business is the loss of key people. We devise strategies that keep quality people loyal to the company and mitigate the financial risk of losing them. The best measure of a company’s value is the ability to generate cash flow with or wothout the owner there.
As a business owner you have worked hard to create the wealth you now enjoy. Having a sound financial plan to deal with estate taxes, wealth distribution, and business succession is key to a crowning achievement - and an enduring legacy is the prize.