As a business owner, your personal wealth is inextricably linked to the financial health of your company. I understand the interplay between your business decisions and your future financial security. I can work with you to assess your business needs, identify risks and opportunities, as well as develop strategies to help achieve goals as diverse as retaining talented employees, managing cash flow and planning for succession.
Finances in Retirement
Our new study reveals: Retirement is the biggest expense of your lifetime.