We work with successful business owners and professionals who’ve outgrown basic financial advice. Our team combines CPAs, CFPs®, and experienced wealth managers to deliver coordinated tax, retirement, and estate strategies that preserve wealth and reduce complexity.

Think of us as your personal CFO team—without the overhead.

 

1. Business Succession Planning

  • Ideal for business-owner clients planning retirement or exit

  • Coordinate with CPAs and attorneys for entity structuring, valuation, buy-sell agreements, and tax minimization

  • Helps capture multi-million dollar liquidity events

2. Advanced 401(k) Plan Consulting

  • Design custom 401(k)/Cash Balance plans for business owners to maximize contributions and minimize taxes

  • Benchmark and optimize plan costs and fund lineups

  • ERISA fiduciary support and plan governance

3. Tax-Efficient Retirement Income Planning

  • Roth conversion analysis, distribution sequencing, QCDs, RMD strategies

  • Coordinating Social Security, pensions, annuities, and taxable assets

  • Goal: Maximize after-tax retirement income and legacy value

4. Asset Protection & Risk Mitigation

  • Trusts, LLCs, umbrella liability, and asset titling strategies

  • Coordination with estate attorneys for high-net-worth asset structures

  • Key for physicians, real estate investors, and business owners

5. Executive Compensation Planning

  • Stock options (ISOs, NSOs), RSUs, deferred comp, SERPs

  • AMT planning and liquidity strategy

  • Especially relevant for tech, pharma, and corporate exec clients

6. Multi-Generational Wealth & Legacy Planning

  • Integrate estate planning, gifting strategies, and charitable giving

  • Help families prepare heirs to manage wealth responsibly

  • Coordinate family meetings and generational transfer plans

 

 

 

Investment Planning  |  Small Business Planning  |  Retirement Planning