Broker Check

Business Owner and Professionals

We are adept at addressing the diversity of financial planning and unique strategies required for business owners and professionals. Corporate retirement plans often fall short of what business owners and professionals require for retirement. Supplemental investment approaches are often needed. Creditor protection is a common concern and there are solutions for these circumstances. Selling businesses and professional practices frequently requires a team effort.

Business Owners

  • Corporate benefits
  • Buy-Sell agreements
  • Planned transitions
  • Access to credit
  • Key person benefits


  • Lawyers, Accountants, Doctors and Dentists: More at
  • Creditor protection
  • Supplemental retirement approaches
  • Disability and life insurance