Successful Wealth Management Through
 Personalized Financial & Retirement Planning

Office: 203.221.0202

Entrepreneurial Consulting

Consulting & Benefit Planning

The Entrepreneur

As an entrepreneur, your closely held business is most often your most important asset. In concert with our network of business consultants, we can help you maximize the cash flow, net income, and worth of your business. We offer a number of planning services to aid the owner-entrepreneur in managing his or her business:

  • Income, expenditure, & cash flow analysis
  • Tax planning
  • Working Capital analysis
  • Buy/Sell & employment agreements
  • Business valuation
  • Purchase, sale, or transfer of a business (including estate planning  consideration)
  • Business financing & Investment Banking
  • Creation of a Marketing & BusineEstablishing a qualified retirement plan
  • Key person deferred compensation plans

The Professional

For the dentist, physician, or lawyer in solo or small group practice, your professional practice can be one of your most important financial assets. We can help you maximize your practice's net income and worth. We offer a number of planning services to aid the professional in managing his or her practice:

  • Income, expenditure & cash flow analysis
  •  Tax planning
  • Buy/Sell and employment agreements
  • Practice Valuation
  • Purchase or sale of a practice
  • Practice Financing