Analyzing and putting together a plan to meet your financial goals doesn’t have to be a chore. As a father, entrepreneur, and business owner I call on all my experiences to be a resource for my clients. With my hands-on experience in the small to medium business world, I work with business owners and executive teams in a wide range of areas such as:
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- Employee benefits
- Executive / key person strategies
- Buy-sell agreements
- Informal business valuations
- Succession and exit planning
