Business Planning – We create tailored strategies to master what we call R3: Recruit, Retain and Reward your most valued and revenue-driving employees.  Furthermore, we offer a complementary review and analysis of your succession plan for death, disability and retirement of your shareholders and partners.  Blindspots are often revealed, with recommendations for immediate patches and long term proven strategies. 

Personal Financial Planning – Planning is a key component for financial independence.  Without financial goals and specific strategies to meet them, your financial future is left to chance.  We take the time to focus on you, designing individualized plans that enable you to actualize your financial aspirations.  After all, you've worked hard to get where you are, shouldn't your money take you where you want to go?  We use state-of-the-art tools to stress test your plan against a myriad of economic conditions.  Then, we teach you how to incorporate financial risk management tools and tax-leveraged strategies into your plan.