Business Owner Services

We help answer the questions that lead to more informed decisions for your future and help both your personal and business goals.

Advanced Gift and Tax Strategies

Tax consequences can have a major impact on your exit plan’s success or failure. Our insights help craft gift and tax strategies that better meet your needs and goals.

Let’s review or setup a retirement plan for your business

  • The sooner you start a plan, the more financially secure you and your employees can be in later years. Even small contributions can make a big difference over time.
  • Contributions are usually tax-deductible. You may even get a tax credit for starting a plan.
  • Retirement savings may grow faster in a plan thanks to tax-free compounding.
  • A plan helps to attract and keep good employees.
  • There is a retirement plan for every business, and many have a low cost.