Customized Strategies for Business Owners and Entrepreneurs
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial coordinator and guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
You have developed the skills you need for success in the marketplace, and you likely feel an unceasing commitment to running your business. Like all business owners and entrepreneurs, you’ve also learned that your personal and professional lives may intertwine in ways you had not anticipated. We can help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.
We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
Services Include:
- Business Sales and Valuations
- Retirement Plans
- Personalized Wealth & Investment Management for Business Owners
- Risk Management
- Lending Solutions
- Insurance & Tax Deferred Annuities
- Business Transfer and Estate Planning
- Corporate Charitable Giving and Philanthropy
- Cash Management
Investment Advisory Services
- Planning-Based & Goals-Driven Portfolio Management
- Behavioral Investment Counseling
- Consolidation and Coordination of Accounts
- Fiduciary Investment Review & Assessment
Comprehensive Long-Term Financial Planning, including our proprietary Lifestyle, Legacy & Income Planning Models
- SRM™ Sequence of Returns Mitigation
- Decadization™ Analysis
- LOOVIE™ Income Management System
- Gifting, Estate Planning, and Multi-generational Income Planning
A Focus on Fundamentals
- Permanent Protection of Purchasing Power
- Planning for, and reducing the impact of, taxes and inflation
- Isolating and Reducing Real Risks
- Transition & Health Planning
- The Twelve Fundamentals of Retirement Planning™
Outside Variables Integration
- Medicare Consulting and Plan Selection
- Pension and Social Security Planning
- Insurance & Risk Management
- College Funding for Children & Grandchildren
Lending solutions provided primarily through Pershing LLC, member FINRA, NYSE, SIPC. Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
