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Business Qualified Plans

Plan Well. Invest Wisely.

We Offer Our Clients a Tailored & Unique Approach

Our Business & Qualified Plan Clients Include

  • Investment Management for Businesses & Non-Profits
  • Qualified Plans for Self-Employed, Sole Proprietorship & Partnerships
  • Qualified Plans for Corporations
  • Qualified Plans for Tax-Exempt Organizations

Business Owners

Owning a business creates a unique set of financial planning challenges. We have decades of experience in helping business owners navigate the intertwined nature of your personal wealth and the lifecycle of your business. From pre-sale to post-sale, we help you build a strategy for your family's long-term wealth.

Owning a business is personal, and our clients rely on us for advice during every stage of their journey. In addition to our comprehensive wealth management service, we support business owners by:

  • Advising on Employer-Sponsored Retirement Plans
  • Succession Planning
  • Minimizing Estate and Wealth Transfer Taxes
  • Post-Sale Investment Strategy and Financial Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (832) 404-3740