Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
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Business Growth

You need strong, robust financial strategies for your small to mid-size business. For everything from mergers and acquisitions to succession planning, we are here to help.

We help business owners and other senior business leaders to develop financial strategies for your business and your family. If you have questions around topics like succession planning, protection against creditors, debt management, retirement savings, tax planning, or insurance, you are certainly not alone. Business transitions such as mergers and acquisitions, going public, and retirement all contain critical key decision points that impact both you and your business, and you are astute to be thinking about these important matters well ahead of time.

Our team of financial advisors can also investigate and serve as a guide for qualified retirement plans, insurance, non-qualified deferred compensation plans, and other estate transfer strategies.

We Pride Ourselves In Helping Business Owners And Other Senior Business Leaders to Develop Sound Financial Strategies.

Whether you are determining if you can retire confidently, how the sale of your business will impact your retirement objectives, if you are contributing the right amount to your employer-sponsored plans, or if you are properly insured, we are able and ready to assist. Gathering key information about your business and personal finances will help us tailor our advice to your specific needs. Many of our business clients are also individual clients and so benefit from advice that considers all aspects of their financial picture.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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