Broker Check

Enhance Growth, Plan for the Future and Protect Your Business

Growing a business takes leadership, vision and the ability to make smart decisions and put the right people in place. Whether your business is big or small, well-established or a start-up, we can help you craft an integrated plan to get you what you need.


Maximizing cash flow – healthy cash flow is critical to your success. We specialize in identifying hidden revenue sources to boost your capital.

Cost containment and recovery – “How much are you spending and why?” We’ll help you step back from your day-to-day challenges and focus on making better long-term financial decisions for you and your employees.

Attracting and retaining key employees – your greatest assets are productive employees. We can help you offer a retirement and benefit programs that motivate and reward them.

Business Planning

Income and financing strategies – maximizing business assets and restructuring debt can dramatically increase profitability. Helping you achieve this is one of our core values as your advisor.

Succession Planning – plan for the future now. Whether you want your business to go to a family member, key employee(s) or be well-structured for sale, we can help you put the pieces in place to make it happen when and how you want it.

Employee Benefits planning – health and retirement plan markets are ever-changing. We can help narrow your options to make the best choices for your employees and your bottom line and manage them for you.

Business Protection

Wealth Management
– As your business evolves we’ll make sure its wealth is protected for you, your shareholders, and your estate.

Employee financial wellness – reducing the financial stress on employees is the key to a productive workforce. Our structured financial education program, The Financial Wellness Program, can help them – and you.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?