I’m a business owner - how can you help me?

business-owners share similar concerns. LET’S WORK TOGETHER TO ANSWER YOUR QUESTIONS AND SET YOU UP FOR SUCCESS.

• How much do I set aside for taxes?

• How much should I pay myself?

• My cash flow is uneven, how do I make my business and personal life feel stable?

• How do I effectively use my business profits for a rewarding life / business scenario?

• Should I delegate by hiring others?

• Which operating costs make sense to keep – and which to cut?

• What kind of retirement accounts should I have?

• What benefits should I offer my employees?

• And how do all my business decisions impact my tax planning and financial goals?

Together, we will address all these issues (and more), one step at a time.

I’M A HNW INDIVIDUAL APPROACHING FINANCIAL FREEDOM - HOW CAN YOU HELP ME?

INDIVIDUALS WITH A HIGH NET WORTH SHARE THE COMPLEX CONCERNS OF MAKING THE RIGHT MOVES WITH THE RESOURCES THEY HAVE. WE’LL CREATE A SUSTAINABLE PLAN FOR TRUE FINANCIAL FREEDOM.

• What is a smart distribution strategy?

• How much can I take a year?

• Do my investments align with my goals?

• Am I saving as much in taxes as I can?

• Do I have the right insurance coverage to protect what I care about?

• Can I buy that second house?

• Does my estate planning strategy align with my goals and heart?

Together we will avoid unnecessary tax surprises and be proactive in managing taxes while helping you make the most of your financial resources to protect against uncertainty and to help you live the life you want, today and in the future.

you can rely on me to integrate your financial planning and tax planning. that’s the benefit of being both a CPA and a CFP®

It all works together for you.

So many questions, so many answers. I will give you the ones that are right for you.