Creative Tax, Financial and Investment Strategies for Business Owners
Does this 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 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.
Do you want to:
- 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
Start Building Your Future
Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.