Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
As a business owner, you don’t need us to pontificate on the perception of risk vs. reward. You’ve ventured out because you have a vision for your career, in line with your passion. Congratulations on taking that leap!
Regardless of size, your business is creating value for your family, your employees, your community. Using our consultative model and fiduciary role, we can be your CFO, adding our strengths to yours - because you have other things to focus on.
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management:
Continuity Document Review
End of year tax planning + options
Employee benefit review
Prior year review
Current year projections
Personal and professional liability