Business Owners
We believe business owners deserve financial strategies as sophisticated as their enterprises. Our mission is to simplify the complex, minimize taxes, and protect your legacy. You’ve put in the blood, sweat, and tears to build your business—now, let’s ensure that the wealth you’ve earned stays where it belongs: with you, your family, and the people who matter most. Whether it’s shielding your business from unexpected losses, slashing taxes legally, or ensuring your financial future with a plan designed specifically for you, we provide the expertise and coordination necessary to help you succeed. Focus on growing your business—we’ve got the rest covered.
Tailored Strategy. Intentional Wealth.
Strategic Tax Planning for High Earners
We help high-income individuals implement advanced tax strategies—such as cash balance pension plans—to reduce taxable income and build long-term wealth. Our approach is coordinated with your CPA and advisors to ensure alignment across your financial landscape.
Mitigating Risk from Key Talent Loss
The unexpected loss of a key executive or partner can disrupt both operations and value. We design key-person insurance solutions that provide liquidity and help protect your enterprise’s stability during times of transition.
Ownership Continuity & Business Succession
A sudden loss of an owner can create uncertainty and misalignment. We structure buy-sell agreements funded by life insurance to ensure ownership transitions are smooth, interests are protected, and control remains where it belongs.
Diversifying Beyond the Business
While your company may be your core asset, we help you build personal wealth independent of it. If a business exit is part of your plan, we determine what you’ll need from the sale to support your lifestyle—so you can negotiate with clarity and confidence.
Thoughtful, Customized Estate Planning
Estate taxes can significantly impact your legacy. We assess your net worth, asset growth, and family dynamics to develop trust and estate strategies that reflect your values. We also coordinate with your legal team to ensure every structure is properly implemented and aligned.
Let’s Talk About What’s Next
Your financial picture is unique—and your planning should be too. Contact us to schedule a confidential consultation and explore how we can help you protect, grow, and transfer your wealth with intention.