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Consulting Services

Business Consulting

You make complex decisions every day that can affect the wellbeing of your business. Decisions involving tax structure, payroll, sales taxes, employee retirement plans, succession planning or insurance can be complicated. We can help you navigate these financial details. Working together, we address the advantages and disadvantages of your financial options, helping you make educated decisions in caring for your employees and running your business efficiently. We develop an organized system for managing and streamlining your finances smoothly. Our commitment is to provide financial structure, education, tools and expertise in helping run your business effectively.

We address questions such as these:

  • How do I set up a SEP account for my employees?
  • How do I establish a 401(k) for employees?
  • How do I set up sales taxes?
  • What tax structure makes the most sense for my business?
  • How do I maintain financial processes once they’re established?
  • How do I organize my business for a smooth transition when I retire?

Individual Investing Consulting

Your personal financial needs are vastly different from your business needs. We develop appropriate strategies to address your financial concerns, weighing your current circumstances, your earning power, your financial obligations and your short and long-term goals. We integrate strategies designed to protect and maximize your resources now and throughout retirement. Our advice is grounded in helping you to reach your goals.

We address questions that cover a wide array of financial concerns:

  • What investments make sense for me at this stage in my life?
  • How much do I need to save for a comfortable retirement? How can I save enough?
  • When can I retire?
  • Will I need to work part-time after I retire?
  • How will I pay for my kids’ college?
  • Is refinancing my mortgage wise?
  • How can I protect my estate from unnecessary taxes?

We are committed to helping you find effective solutions to these important questions. We’ll examine and implement appropriate strategies to fit your unique needs.

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