Business Owners/ Entrepreneurs

Building a strong financial foundation for your business goes beyond managing cash flow and revenue goals. As a business owner, you deal with hiring and maintaining quality employees, financing opportunities for growth, tax efficient money management, and dealing with unexpected setbacks.

You also have to keep an eye on your personal wealth goals such as planning for retirement or passing on your business to the next generation. Your personal finances are often intertwined with the success of the company. Just as the company’s success is dependent on your presence and attention.

Mike helps business owners see the larger picture. You’ll talk about where you are now and where you strive to be personally and professionally. After identifying potential gaps and areas of improvement, Mike will customize solutions to help support the success of your business and your future.

Executive Benefits

Succession Planning

Key Person Insurance

Buy-Sell Agreement

Deferred Compensation Plans