Who We Work With

Business Owners

As a business owner, you are your business. We combine your personal planning and your business planning so you can keep your promises, and attain the goals and dreams you have both inside and outside the office. A few questions on the minds of business we can answer:

Early Stages of Business

  • What if I get sick or injured and can’t work or run my business?
  • How do I properly protect myself as I set up my business?
  • What kind of benefits, if any, should I provide my employees?

Middle Stages of Business

  • How do I protect what I have created and earned in case I am sued?
  • How do I get the most out of my business for retirement and my future?
  • Although I earn a lot, I lose so much to taxes. Is there a way out?

Approaching Retirement or Already Retired

  • How do I get out of my business elegantly or pass it on to the next generation?
  • How do I transition into retirement and prepare for all the costs associated with getting older?
  • How do I leave a legacy to my family or charity without losing money in probate?

Larger Firms


As a partner or founder of a firm with 15 employees or more, you have many obligations to your employees, partners, and family at home. We understand the daily challenges of maintaining and operating a company is very demanding so we provide the answers and solutions for you to keep your promises. We have the tools and answers for concerns such as:

  • What will happen to the business if a key partner or co-founder leaves or passes away?
  • How do I make sure I get the best employees to join my company? And once they do join, how do I keep them here?
  • What kind of insurance should I provide to my employees and how do I choose the best one?
  • Can I set up a system so that a key employee will work at my company for a long time?
  • Is there a way to reward the employees that go above and beyond and surpass quotas?
  • I have worked hard to achieve everything I have done and to build the company to what it is now, but will I be able to retire and keep the same lifestyle?

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