Professionals, Executives, Biz Owners, Career Change

Your Needs

  • Your business and personal goals need to be aligned and forecasted.
  • You need to determine your business-related retirement goals such as sale of business, succession planning, or slowing down.
  • You need a retirement plan that will maximize your ability to save tax-efficiently, if none available through an employer
  • Retirement plans from former employers may need to be consolidated or rolled over.
  • Your sources of compensation need to be directed appropriately, and examined for tax ramifications. 

Our Solutions

  • Consolidation and management of assets
  • Bonus and stock option planning
  • Tax considerations, personal and business
  • Detailed retirement plan
  • Insurance analysis

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