Business Equity Consulting
Having an equity position in a privately or publically held company means different things to different people. To some it represents security, and to others it is options. By having a trusted advisor in your corner that understands businesses and the opportunity they present, you are equipped to make the best decision for you and your family.
Advanced Tax Planning
If you own a business, are charitably inclined, are over the age of 71, have most of your retirement in pre-taxed accounts, receive stock options, want to retire before 60, or have non-retirement investment accounts, you have the opportunity to maximize your wealth through advanced tax planning and consulting.
Legacy Retirement Planning
Retirement is not just a number. Retirement is the sounds of the experiences you have echoing on for the loved ones in your life to hear in the future. Everyone will leave a legacy for their family, but only by planning can you make sure that legacy is the story you want to be told for generations or the one that will carry on by default. Be proactive!