As a sole proprietor, LLC, or partnership, your financial needs are unique. We are your partner to design benefits and plans to meet the distinct needs of your business. Our services include:

Financial Planning and Portfolio Analysis – As an entrepreneur, you have planning opportunities that include characteristics of both individuals and corporations. Correct planning and understanding the benefits of both structures can help you leverage your planning goals and objectives.

Retirement Planning and Programs – IRA, SIMPLE IRA, SEP, cash balance pension plans, and solo 401(k) plans can be designed to meet a whole host of retirement goals when used correctly.

Individual and Business Insurance Analysis – Life, short, and long-term disability insurance, health savings accounts (HSA), and long-term care insurance can ensure you have the right coverage to protect you, your family, and your business.

College Savings Planning – You are in the unique position to provide college savings benefits in addition to minor-owned Roth accounts.