Truly Comprehensive Planning
Two distinct service levels to fit your needs.
Comprehensive Planning
You already wear plenty of hats in your business and personal life, you want someone to take care of the details and keep you informed of your financial plan. We call this “Do it for me” planning. You remain in control of any decisions to be made and we do the leg work, think of us as your Chief Financial Officer (CFO) in every aspect of your financial life.
Based on annual income and net worth – Starts at $350/month
Financial Wellness
You don’t want “full service” – but you want access to trusted financial advice when you need it. Through Accuplan you get access to us in a 1 on 1 review each year and text/email when you need it. Access to our technology will keep you on track for your goals and our vetted provider list to complete items as they come up.
No long term contract, cancel anytime. $100/month single, $150/month, couple.
Tax and Cash Flow Planning
Our financial tax planning services simplify the tax planning process for family businesses. From cash flow planning and tax return preparation to strategic tax advice, we ensure you're always planning ahead and maximizing your benefits.
We will build a customized plan to minimize your tax liability, optimize cash flow, and create lasting financial stability.
These services help you get ahead of taxes so they don’t disrupt your daily operations.
Strategic Financial Advice
We provide expert advice to help you make informed financial decisions that benefit your business in the long run. Whether you’re just getting started or heading into retirement, we will create a custom strategy to help you achieve your goals.
Our team will offer expert insight on a wide range of topics, from budgeting and sales forecasting to investment planning and risk management.
The strategic goals we help you set will focus on taking action now that benefits you in the long run.
Estate and Succession Planning
Only 30% of family businesses survive long enough for children to inherit them. Fewer than half of those will be passed to the founder’s grandchildren. Our estate and succession planning services help your business beat the odds by building a stable company that lasts.
We work with you to develop a comprehensive succession plan that addresses key areas such as leadership transition, estate planning, governance, and legal transfer of your business.
The goal is that when you’re ready to step down, you and your business have the financial stability of your dreams.
Insurance Planning
We offer comprehensive insurance planning services to protect your business from unforeseen risks and help you quickly recover if they happen.
Our tailored insurance strategies preserve your most important assets and investments so you don’t have to spend all your waking hours worrying about potential catastrophic events.
From life, health, and disability insurance to liability and property insurance, we ensure you have the coverage you need to mitigate risks and ensure business continuity.
Investment Management
Our investment management services are designed to grow and preserve your wealth, no matter the current size of your portfolio. A one-size-fits-all solution will never be the best option for your investments. Instead, we take the time to understand your business and create a balanced plan to ensure the long-term prosperity of your family business.
Our approach is always tailored to your risk tolerance, financial situation, and investment goals. It changes when your needs change.
We provide ongoing portfolio management and adjustments to align with market conditions and your evolving needs.
Business Exit Planning
Embarking on the journey of exit planning can evoke a mix of emotions, from excitement about the future to apprehension about letting go. We recognize the profound significance of this transition, not just for you but for everyone your business touches. That’s why we approach exit planning not just as a financial strategy, but as a partnership aimed at honoring your life’s work.
With a deep understanding of the intricacies involved in exiting a business, we’re equipped to tailor a strategy that not only helps meet your financial goals but also respects the legacy you’ve built.