Wealth Planning

We work with you and your financial advisor to create a full financial plan that includes both your business and family assets.  Our integrated accounting, tax, and wealth services give you a complete picture of your finances.  You can then make decisions and understand how these decisions will provide for you and your family. 

As a business owner, you have some unique strategies to accumulate wealth.  Should you distribute all of the excess profits of the business to yourself and the other shareholders, or should you retain these profits and invest them through the corporation?  We can discuss the options that you have so that you can make informed decisions and minimize your total taxes.  We can then work with you and your financial advisor to implement the plan.

Since much of the financial needs of the family are met by your role as a business owner, how can risks be managed?  We work with other professionals and provide you with options to consider. 

At some point, you may decide to sell your business to a third party.  If that is your plan for the future, it is wise to start years in advance.  Decisions and plans you make now can significantly increase the value of your business.  We can provide you with a system to build up the value of your business. 

When you decide to start the next chapter in your life, will you have enough to retire?  How can you know?  We can and assist you with projecting your realistic financial requirements so that you can be in control of your retirement.  We can then work with you and your financial advisor to review the retirement plan annually.