Financial Advisor for Business Owners: Increase wealth and free up valuable time.

Need a personal CFO so you can focus on running your business?

Operating a business can be all-consuming, leaving little time to plan for your financial future and your family’s security. I will get your personal finances in order and make sure you’re able to reap the financial benefits and tax advantages that business ownership may afford. I work as your personal CFO so that you can focus on what you do best — maximizing business opportunities and enjoying your life.

 

Starting a New Business

I can help you manage your personal finances as well as your business. Running a business can be all-consuming, leaving little time to plan for your financial future and your family’s security. I can help you make sure that your personal finances are in order and that you’re able to reap the financial benefits and tax advantages that ownership may afford. I work as your personal CFO so that you can focus on what you do best — running your business and enjoying your life.

 

Expanding a Business

I will help look over the assets of your business and your available funds. Additionally, I can help calculate the profit you expect to bring in by expanding. Be sure that the money you spend will not be more than that you project to make. If needed, I assist in recommending secure loans from financial institutions. You may also want to look for investors who are willing to put up an amount for the expansion. There are a number of funding options. Research each thoroughly when contemplating expansion to find one that works for you.

 

Acquire or Purchase a New Business

I can help you manage your personal finances as well as your business. Running a business can be all-consuming, leaving little time to plan for your financial future and your family’s security. I can help you make sure that your personal finances are in order and that you’re able to reap the financial benefits and tax advantages that ownership may afford. I work as your personal CFO so that you can focus on what you do best — running your business and enjoying your life.

 

Do these financial issues sound familiar?

  • You want proactive advice to reduce taxes today AND in the future, but your CPA just “prepares” your tax return
  • You want real-time business and financial insights, but your accountant just “does the books”
  • You want to protect your family and maximize the value of your business at sale, but your insurance agent just “sells” insurance
  • You want to maximize your personal and business finances, but your investment adviser just “rebalances” your portfolio and/or tries to sell you a new financial product

The missing ingredient: coordinated financial advice.

I specialize in helping small business owners solve these challenges. I am just like you. For the past 20+ years I have operated a successful small-business that has pro-actively developed strategies to adapt and profit form the constant headwinds of regulatory, technological and competitive changes.

Want to accomplish these financial goals?

  • Reduce your taxes by over 25% per year
  • Understand your true business performance by using financial data to forecast the future
  • Create or re-design your company retirement plan to provide massive tax savings to owners
  • Implement an investment strategy that may allow you to retire up to 5 years earlier
  • Have complete control over your business and personal finances
  • Have more time & freedom or create better lifestyle