Guiding business owners on essential financial matters

We admire the business owners we work with for following their visions and applying an exemplary work ethic to building their successful companies. We realize you devote long hours to running and building your business, and may simply not have the time to devote to the important financial matters at hand.

We understand the challenges you face and the questions you have. Am I correctly managing my assets and tax liabilities? Should I save or pay off debt? How do I protect against creditors? Can my business survive an extended absence by me or another key person? Do I have a retirement plan to help me retain and reward my loyal employees?

Above all, your personal wealth may be intertwined with your business, and you need to have a solid exit plan in place for the eventual transfer of wealth needed to fund your retirement.

Working with you, we’ll help you address all your important needs, including asset protection, cash management, tax planning, employee retention, insurance, financing, qualified retirement plans, nonqualified deferred compensation plans, pretax discriminatory benefits for key employees, succession planning, irrevocable trusts and other estate planning strategies.

You can enjoy the confidence of knowing you have a single, trusted source for all your financial guidance, so you can focus on what you do best – growing your business.


How can we help you?

MICHIGAN5206 Gateway Centre, Suite 300 // Flint, MI 48507 //
Phone: 810.732.7411 // Fax: 810.732.8190 //
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FLORIDA712 S. Oregon Avenue // Tampa, FL 33606 //
Phone: 813.251.1879 // Fax: 813.251.1716 //
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TEXAS14101 W. Hwy 290, Building 800 // Austin, TX 78737 //
Phone: 512.894.0574 // Fax: 877.844.4608 //
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