Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can take into account tax implications with the goal of an advantageous after-tax return.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business.

Lease, Debt and Finance Advising

Whether your needs are corporate or personal, we can assist you in sorting out the different options available for debt management and financing that should result in optimal tax implications. We can analyze and advise on the pros and cons of Leasing vs Buying.

Due Diligence for Acquisitions, Mergers, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on initially choosing the entity type that best fits your particular circumstances or restructuring your current entity at the point it becomes advantageous.

These are just some of the ways that my firm can help you manage your finances. Call or contact us now to discuss how we may help your particular situation!