Business Owners

The goal of business financial planning is to extend success and profitability of a business into the future and to manage risk for your company. I work with start-up businesses and small to medium sized companies to design, implement and monitor your company's financial plan in the areas of:

• Cash Management
• Group Life & Health Insurance
• Retirement Plans ( 401(k), SIMPLE IRAs, Profit Sharing, Deferred Compensation)
• Business Continuation Planning
• Key Employee Retention