One of the most rewarding areas of our practice is helping business owners plan for their future, manage the impact of significant risks and ensure continuity for their businesses and families.

Owning a business impacts many areas of your life and creates a need for comprehensive, multi-faceted planning.

The need for a trusted advisor who knows you well cannot be overstated.

With decades of experience working with business owners in all stages of development, we have the experience and expertise to provide valuable insight and direction.

Planning & Consulting Services


Buy-Sell Planning

Key Person Protection

Retirement Strategies

Legacy Planning

Estate Plan Integration

Wealth Retention Strategies

Risk/Threat Management

Coordination of Advisors