Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task. It is easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth.

We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss. When it is time to pass the torch and leave your business, we will be here to plan your business succession and exit strategy to help ease the transition into life after work.


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Services and Areas of Financial Planning

 

Cash Management

  • Looking for solutions for surplus cash (6 months or more away from routine business use), we can provide alternatives to traditional banking products.
  • We use the process of tactical money management with active and defensive trading to manage and mitigate risk in a portfolio
  • Funds are not guaranteed from loss, some option may not be FDIC insure

Acquisition, Expansion, Diversification

  • Looking for solutions for surplus cash (6 months or more away from routine business use), we can provide alternatives to traditional banking products.
  • We use the process of tactical money management with active and defensive trading to manage and mitigate risk in a portfolio
  • Funds are not guaranteed from loss, some option may not be FDIC insure

Business Contingency Planning

  • Integrated Financial and Tax Planning: Establish robust financial reserves, optimize cash flow, and implement proactive tax strategies (e.g., deferrals, deductions, and credits) to sustain operations and minimize liabilities during disruptions or ownership transitions.
  • Succession and Exit Planning: Develop a clear succession plan identifying key roles, successors, and training paths, alongside a structured exit strategy (e.g., sale, merger, or transfer) that maximizes business value and ensures continuity.
  • Risk Management through Insurance: Utilize comprehensive insurance solutions—including business interruption, key person, and liability coverage—to protect assets, stabilize income, and support continuity during unforeseen events or leadership changes.

401K

  • Looking for solutions for surplus cash (6 months or more away from routine business use), we can provide alternatives to traditional banking products.
  • We use the process of tactical money management with active and defensive trading to manage and mitigate risk in a portfolio
  • Funds are not guaranteed from loss, some option may not be FDIC insure

Employee Rentention, Succession Planning

  • Looking for solutions for surplus cash (6 months or more away from routine business use), we can provide alternatives to traditional banking products.
  • We use the process of tactical money management with active and defensive    trading to manage and mitigate risk in a portfolio
  • Funds are not guaranteed from loss, some option may not be FDIC insure

Retirement and Taxation

Looking for solutions for surplus cash (6 months or more away from routine business use), we can provide alternatives to traditional banking products.

We use the process of tactical money management with active and defensive trading to manage and mitigate risk in a portfolio

Funds are not guaranteed from loss, some option may not be FDIC insure