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Business Consulting Services

We offer a full range of consulting services specifically tailored for the business owner, to help you grow and manage your business.

Every business needs a plan; a strategy that defines your goals and how to pursue them. Whether you are newly self-employed, or already have years invested, a well planned strategy can help take you to the next level.

Our firm offers a full range of financial consulting services specifically tailored to help you grow and help manage your business.


Common Concerns of Business Owners

Many people decide to start a business based on their passion or dream. Being a small business owner can be fun and challenging, but never easy. Whether you are just starting a business or already running one, there are a number of common concerns shared by entrepreneurs:

Attracting and Retaining Employees

Competition for talent
Retaining your "stars"
Attractive Benefit Packages

Planning for Business Succession

To whom?
At what price?
Source of funds?
Provision for estate taxes?

Managing Short-Term Cash

Seeking higher yields
Seeking increased liquidity

Building and Preserving Personal Wealth

How to accumulate?
How to preserve?

Managing Personal and Business Taxes

Strategies for increasing efficiency and reducing tax liability


Strategies for Business Owners

One important planning step often skipped is development of a solid financial plan. A financial plan gives you a better grasp of the financial requirements of your new business, and clarifying your financial picture can help you develop suitable strategies, pinpoint trouble spots early, and strive to optimize your business for growth.

Business Strategies

Attract and Retain Employees
Deferred compensation
401(e)3 defined benefit
Group long-term care, disability insurance

Planning for Business Succession

Key man, Buy/sell

Managing Short-Term Cash

Cash sweep
Cash enhancement
Cash & income management

Build and Protect Personal Wealth

Life insurance, disability,
long-term care
Advisory and trust services
Retirement services

Managing Personal and Business Taxes

Selective benefit plans-insurance and retirement services
Personal financial needs analysis

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.