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Growing up in a business owner home and having at least one business of my own my whole life, I have a unique appreciation for the struggles and stress most business owners encounter running the business. Most owners simply don’t have or take the time to research the many financial strategies available. 

As a firm we work with business owners to help identify challenges, develop strategies, and implement the strategy as efficiently as possible. Our partnerships enable us to creatively address those challenges with “out of the box” thinking.  Some of the areas we work with include:

  • Key employee retention

  • Tax-efficient bonus strategies

  • Retirement plans

  • Succession plans

  • Purchase or sale of the business

  • Group insurance

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