A coordinated approach to the financial security of your business

Just like you, your business goes through a life cycle. During each stage, specific issues and needs arise that affect the prosperity and financial security of your organization.

Each stage will likely have you seeking answers to specific challenges.

Creating and Growing your Business

  • How can I attract and retain key personnel?
  • What will happen to my company if a key person dies, becomes disabled or suffers a serious illness?
  • What tax strategies and other opportunities are there for surplus revenue?

Succession Planning

  • How can I provide a smooth transition of ownership and control upon retirement, disability, death or non-performance of key personnel?
  • How can I extract retained earnings in a tax efficient way?

Business and Personal Wealth

  • How do I make sure my business and personal financial strategies work together effectively?


Click on the “Business Planning” sub-link on the left for services and videos that are appropriate for your needs.