Business Owners, Entrepreneurs & Independent Contractors

I help small & mid-sized business owners and independent contractors design retirement plans to target an owner’s highest priorities such as maximizing a business owner’s tax-deferred savings, attracting and holding good employees or minimizing owner contributions to the plan. One of the greatest threats to a business owner’s nest egg is the cost of health care. I work with you to implement strategies to address post-retirement healthcare cost.

Business owners and the self-employed work hard to create value in their companies; I am sure that at the end of the day, owners want their family and charitable interest to benefit from their hard work. I assist in executing legacy plans so that assets passed along to future generations are maximized and not unnecessarily reduced by taxes.