Estate Planning & Business Consulting

We gauge our worth by the personal and business successes of our clients.

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sound feedback and advice for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

The following is an example of how we have helped clients in the past:

Accounting software selection and implementation
Type of entity selection
Buying/selling a business
Financial & retirement decisions

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. We are unique in that we offer business owners the Peace of Mind of having better financial control once they really understand the financial side of their business with the help of our consulting services.

Financial planning is the process of setting financial goals and objectives during life, designing strategies to achieve them, and monitoring progress toward achieving them.

Financial planning includes:

Investment Planning
College Planning
Insurance Planning & Risk Management
Employee Benefits Planning
Retirement Planning
Income Tax Planning
Estate Planning

Some of the major obstacles to being successful are a lack of understanding:

The effects of tax planning
The effects of cash flow
Reading financial statements
Knowing what banks, investors, and other third parties are looking for in a successful business and how they read your numbers

We take you through a financial inventory, create a financial plan, work the plan, and review the progress. You have a competitive edge with more financial control and the freedom of knowing your numbers rather than relying totally on your accountant or bookkeeper.

Estate Planning

Estate planning is setting goals and objectives and developing strategies for disposing of assets and providing for family members, friends, and charities at death.