We combine an understanding of the unique planning needs facing small business owners and specific strategies designed to address those needs.


Issues We Address

  • Am I optimizing retirement plan opportunities?
  • How does the sale of my business affect my retirement objectives?
  • Can my business survive an extended absence by me or another key employee?
  • What's the best way to manage my short-term or unanticipated borrowing or liquidity needs for my business?

Potential Strategies

  • Qualified retirement plans
  • NQDC plans
  • Pre-tax discriminatory benefits for key employees