Creative Tax, Financial and Investment Strategies for Business Owners


You want to focus on growing your business and doing the work you love, but you find yourself pondering questions like:

  • How do I maximize my net income?
  • Where (and how) do I begin saving for my own retirement?
  • Are there strategies to reduce what I’m paying in taxes? How do I get ahead?
  • What happens to my income if something happens to me? Am I protected in case of an emergency?
  • How do I plan for business investments and goals?

Let’s talk about your company goals, the money issues you’re facing and how we can work to get your finances on track so you can focus on what you love to do.

Business Essentials

Create the financial framework needed to support your growing business so you can meet your goals.

Topics Addressed:

  • All topics covered in Financial Planning PLUS:
  • Goal Creation & Prioritization (Planning for business investments, new hires, purchases and more)
  • Business Cash Flow Planning: Spending & Saving amounts
  • Instructions on how to pay yourself from your business and recommended amounts
  • Access to list of Trusted Resources including bookkeepers, attorneys, insurance brokers
  • Profit & Loss analysis for strategy and adjustments
  • Retirement contribution analysis
  • Retirement plan recommendations
  • Tax Saving Strategies & recommended amounts to set aside
  • A list of accounts to have open for your business
  • Recommendations for best business credit card 

Can You Sell Your Business & Buy Financial Freedom?
Do You Know How Much Financial Freedom Will Cost?
What If Financial Freedom Is Closer Than You Think?
Did you know that 98% of business owners do not know what their business is worth?

If you are like most small business owners, your business is your largest asset. We can provide a secure, comprehensive and accurate business valuation that will allow you to reliably plan for the future.

You should have a business valuation to:


  • Your business and its potential
  • Protection needs of your business
  • Value of your largest assets


  • Purchase of a business
  • Expansion opportunities
  • Sale of your business


  • Your business and its potential
  • Protection needs of your business
  • Value of your largest assets


Click below to schedule a FREE BUSINESS VALUATION today!

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.