Consulting Services

We provide accurate, timely and cost-efficient financial business advice.  Navigating through turbulent financial waters can be difficult for even the most experienced business owner.  Whether it is simply lending another ear or helping resolve a complex management issue, we are ready to deliver timely business advice.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

BUSINESS

SUCCESSION

PLANNING

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

ESTATE

PLANNING

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

RETIREMENT

PLANNING