406 Science Drive
We can assist business owners and key executives of closely held or family owned businesses as they work to maximize their equity. Our efforts are specifically directed to protecting assets, transferring the business, building for retirement, and preserving their wealth. We provide the following integrated platform to those who retain our services:
For most business owners, much of their net worth is tied up in the family business. Doesn’t it make sense to coordinate this with all the other areas of your personal financial planning? We believe so.
*Available through access to 3rd party unaffiliated resources