Financial advisor for business owners, with tax planning built in

Turn business income into a personal financial plan with investment management, tax planning and advice that follows through.

Make the next business decision with the numbers in front of you

Before cash leaves the company, see what the decision means for your taxes, household and long-term wealth.

Compare a larger owner paycheck with distributions: payroll taxes, retirement contributions and household cash all change.
Weigh a retirement-plan contribution against reinvestment: understand the deduction, employee funding obligations and cash left accessible.
Evaluate selling appreciated investments to fund a purchase: compare capital gains, borrowing costs and the risk of keeping a concentrated position.

Set cash reserves, debt priorities and retirement targets around what your business can reliably provide.

Explore my financial planning

Diversify personal wealth, manage withdrawals and keep investment costs and taxes in view.

Explore my investment management

Evaluate owner pay, retirement contributions, gains and Roth conversions before deadlines pass.

Explore my tax planning

Translate savings and potential sale proceeds into an income plan for life after work.

Explore my retirement planning

Ongoing wealth management is for owners who want an advisor to manage investments, coordinate planning and help carry out financial decisions.

Keep the tax and legal professionals you trust. With your permission, we coordinate the financial decisions that involve their work:

Financial planning education, examination, experience and ethical requirements.

Federal tax knowledge that informs your planning recommendations.

We’re paid by our clients and have a duty to act in your best interest.

Meet my advisory firm

Discuss your priorities in a complimentary 20-minute introduction. See how we work before your call.

Schedule my consultation

No documents needed. This is an introduction to make sure we are a good fit for working together.