Business Owners

If you’re a business owner, financial planning for you and family might be necessary, but not on your immediate “to do” list. You might be spending all your resources on your business or medical and dental practice to build a prosperous future for your loved ones.

A knowledgeable and experienced team of professionals can put your business in the proper form or entity, utilize tax-favorable retirement plans and construct attractive employee benefit packages to attract the right talent while you continue to develop new products, meet clients and consult your patients. We will be able to assist with the following questions:

• Where do I start with tax planning to achieve my business and personal objectives?
• How can I offer cost-effective and attractive employee benefits?
• How will a lawsuit impact on my assets?
• As the value of my business grows, what is the best way to diversify my overall assets?