Business Investors

Like our individual clients, business owners have a wide variety of investment needs. We specialize in helping business owners like you develop specially tailored plans that will help keep your business financially healthy so you can focus on growing you business.

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There are many implications to consider with investing for businesses. You, as an owner, need liquidity in your cash accounts, long-term gains in the 401(k) plan, safety in your retained earnings account. We dig deeper to build a lineup that will help you leverage your business’s assets to get more out of every dollar.

We offer products and advice for many types of business accounts. Here are just a few specialties:

Retirement planning Employee stock option plans SEP
Cash balance plans Defined benefit plans SIMPLE IRA
Profit-sharing plans Tax planning Financial planning
Business succession planning


As a business owner, you’re familiar with the term risk management. Managing risks is significant for the continuity of a business, and many of these risks can be effectively financed through insurance. We take care of important risks to make sure that if the unthinkable happens, your business can continue to operate.

A few types of insurance that we consider, but are not limited to:

Key-man insurance Buy-sell insurance Long-term care and disability insurance

Being in this industry for more than 26 years has provided us with many valuable relationships and resources with independent professional partners. We work closely as a team to find the perfect fit for your needs and personality. We strive to create a connection that will provide you with lifetime results.