Are You Right For Financial Planning?
Before working with us, our clients were all like you in the sense that they all had more questions than answers. They may have tried a financial advisor before or came in knowing that hiring a financial advisor would be the "smart" thing to do, but didn't want to be sold to. We get it. Not only do we focus on a friendly, convserational financial planning environment, but also want to help give you a better idea of the problems we can help solve. Check out the FAQs below and if any of them apply to you, reach out today for a consultation.
What type of business form should I use for my particular business?What kind of retirement plan can I use and which would be best for my needs.I'm selling my business. (this time frame and the underlying decisions are very similar to retirement. In many cases business owners are going to deal with more available cash than they ever had.)What do I do with my investments? Are there any strategies that I can use to lower my taxes?What are the possible catastrophes that I need to be aware of so that I can protect my business. I need to be aware of and plan for the estate tax planning issues so that my heirs receive more than the IRS!
Our business is built on a foundation of thoughtful client relationships.