Business Planning

We analyze your current structure and make recommendations for better financial protection as well as offering financial incentives to your key employees.

We are not CPAs; however, we use financial planning strategies to complement the work of your CPA (Certified Public Accountant), helping mitigate income capital gains and estate taxes.

We study your current structure, plan, organize, and create succession plans to own or run your business after you.

We manage the entire process to move your 401K plans to your desired location.

We work with you to get a complete picture of your assets, liabilities, income, and expenses and suggest plan designs and administration for your pension services.

We analyze your financial situation and recommend employee plans for Life, Health, Disability, Dental, and Long-Term Care.