Business Consulting Services

Business owners face a unique set of risks and opportunities. Our relationship with numerous and varied business owners has provided us with insight into the challenges they have addressed, and allows us to discuss creative solutions with clients.

Succession & Exit Planning

Passing on a company or a leadership position can be difficult and emotional. However, most don’t want to work forever, instead opting to enjoy the spoils of working for decades building their own company. We’ll help you create a strategy for leaving your business and putting it in the hands of the next generation of leaders.

Retirement Support

As financial advisors, our duty to you can extend well beyond retirement after you pass the torch. Call on us to manage your assets, create an estate plan, establish long- and short-term goals, and much more. We’re here to help.

Corporate Buy/Sell Agreements

Prepare a succession plan for your business through a clearly defined corporate buy-sell agreement. Whether you plan to retire, exit the business, or work until you no longer can, we can help create a strategy to pass on your business with dignity.

Meet with a Financial Advisor.