If you are like most business owners, much of your time and focus is spent on executing your business plan. Often, as a result, your personal planning needs may take a back seat. It is important to remember that your business and personal finances are intricately linked, especially from a tax and estate planning perspective. Helping business owners like you to fully integrate your financial life is one of our specialties.

We offer a comprehensive set of solutions to help you protect your investment in your business, attract and retain talent, and reward key people. We explore what you would personally like to achieve through your business, with a special focus on succession planning and exit strategies.

• Ongoing Financial Planning

• Deferred compensation plans

• Executive bonus plans

• Split dollar arrangements