What Stage Is Your Business In?

As a business owner, you’ll go through various stages in your business lifecycle. Your need for financial planning advice will change as you go through these stages.

In the start-up stage you might want to set up a budget for living expenses and ensure you have sufficient protection in the event of disability or death.

As your business grows you might want to look at a benefits package for you and your employees and insurance for your key people.

You might also want to consider:

  • the impact of taxation and strategies to protect your accumulated wealth should an unexpected disability or death occur,
  • implementing an ‘Emergency Plan’ to keep the business running should an emergency unexpectedly occur.

When your business matures, you might also need assistance:

  • identifying potential buyers,
  • reviewing if you have enough money put away to retire,
  • determining how funds from the sale of your business can impact your retirement.

We have alot of experience serving business owners of all kinds including engineers, commercial real estate owners, medical professionals, contractors and fisherman to name a few.

In the event an emergency should occur, we have an Emergency Back-up Plan set up for our business to ensure it stays running properly and protects our clients. We can review these plans with you and make sure your business has an Emergency Back-up Plan too.

Group Benefits
Competition for the best people is fierce. That's why any successful business sees customized benefits and retirement plans not as a luxury, but as a necessity. These comprehensive plans play a key role in attracting, retaining and transitioning the workforce.
Business Succession Planning
We help business owners map the issues that might affect the transfer of their companies. We work with your legal and accounting advisers to ensure the plan is achievable and structurally sound.
Insurance Analysis
Your family is your top priority. Doing the right thing when it comes to their future is important. And that means making sure they have the financial protection they’ll need if one of you dies unexpectedly or becomes seriously ill.
Financial Planning
In order to clarify and quantify your goals, we must first help you understand your current situation, and then help you determine your possibilities.
Retirement Planning
Retirement plans integrate risk, tax, financial goals, and asset allocation, in order to achieve your best possible outcome.
Estate Planning
Building wealth is a lifelong project. We help you maximize distribution to your family, friends and community throughout your life and at your passing.

Do You Have A Money Roadmap?


Our highly qualified team of financial planning specialists are ready to work with you, every step of the way.