Consulting Services

Small businesses usually do not have the luxury of having a financial professional on staff and often issues do come up where a small business can benefit from professional advice. We offer consulting services with over 20 years of experience and a wide range of knowledge to help our clients navigate the various issues that come up when operating a business.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

If you're facing tax problems, our team of tax resolution specialists can help you resolve your issues and get back on track, so you can focus on running your business.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.