Financial Planning to Organize Your Professional and Personal Finances

You have successfully built up your own business and want to make sure your professional and personal finances are in order so you can enjoy what you have created. You seek to protect your business and your family from obstacles such as economic downturns, lawsuits, and changing health care needs, and you want to make sure you are prepared for the future. You may be looking to sell your business to fund your retirement, but you wonder what other steps you should be taking to retire with confidence.

We can help you answer questions such as:

• What does my current personal financial situation look like?

• Am I doing enough to prepare for the future, even after I no longer own my business?

• How do I convert my business into retirement income?

• How can I protect my business and personal wealth from the unexpected?

• How can I minimize taxes both now and in retirement?

• Will I have enough money to last throughout retirement?

As your financial partner, we will collaborate with you so you can see the whole picture of your professional and personal finances. We will help you make informed decisions about retirement savings, risk mitigation, tax minimization, and when the time comes, the optimal transition out of your business.