You'd like to spend more time managing your personal investment and financial affairs, but you’re busy running your business. You also know that a great deal of your personal wealth is tied up in the business – you’re just not sure how you want to diversify beyond it.

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For those who plan to turn businesses over to children or key employees, we’ll help you develop long-term exit strategies – in close association with your accountant – that compare the financial and tax benefits and consequences of selling the business to maximize its value.

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In addition to conventional retirement plan solutions, 401(K), etc., we also offer supplemental retirement income sources that the business can fund.

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Solutions for short-term and overnight cash balances, as well as sweep services to help manage cash flow.

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Working with your accountant, we’ll help you analyze the best approaches to equipment leasing, term loans, succession financing and other strategies to enhance business growth and success.

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We routinely explore tax-favored investments and tax reduction solutions that may be beneficial to you and your business – from healthcare and retirement plans to specific investment strategies and year-end tactics.

Independent
Our independence is a source of pride for us and a comfort to many of our clients. Autonomy affords us the luxury to focus on your priorities and to make decisions that are in your best interest.

Focused
Many years ago we made a strategic business decision not to try and be everything to everyone. Rather, we consciously chose to focus our practice on the unique challenges of successful executives, professional and business owners in all phases of their lives.

Experience
The Advisors Group associates are among the most credentialed and experienced in the area. Our professional qualifications include the Certified Financial Planner™ practitioner designation, IRA Distribution Specialists and Graduate Estate Planning Consultants.

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