Financial Services for Businesses

An Independent Financial Advisory Firm

Helping you navigate the complex financial environment for your business

Our role is to help you make smart, well-informed decisions – providing you with greater financial independence, peace of mind, and security.

We offer:

Cutting edge benefits programs for companies that want to give their employees the very best in benefits while containing costs.

Advice and assistance in setting up and managing their profit sharing plans, 401(k) plans, defined benefit plans and other pools of assets.

Help to small business owners on developing succession plan and exit strategy to maximize the value of the business they have worked so hard to succeed for many years.

Financial Services for Businesses

innovative investment ideas and opportunities for you and your business.

401(k) Plans

As a retirement plan fiduciary, we offer a participant-centric plan. We focus on providing personal and dedicated customer service while offering a greater range of investment options often at a lower cost than the larger brokerage firms. We also offer comprehensive financial advice to help employees make the most of their benefits.

Business Succession Plan

We help you create a business succession plan to maximize the enterprise value of your business or pave the way to a seamless transition to the next generation. Successfully exiting your business takes careful planning and requires dedicated resources of both time and money to make it happen.

Business Advisory Services

Access to a multidisciplinary team of business advisors — all of whom have owned their own businesses — to provide clear direction and practical, differentiating solutions focused on achieving strategic results.

As an experienced business advisor and successful entrepreneur, I can assist and provide guidance throughout the process. I also work with the quality professionals you may need to help with the process, such as a business attorney, M&A consultant, insurance professionals, CFO, and sales and marketing consultants, should you not have them already on your team.