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Strategic Solutions to Help Business Owners

Bridge Their Company’s Success with Their Personal Finances

As a business owner, you have unique opportunities.

We help you tap into them.

Planning for Your Life’s Next Chapter—and The Future of Your Business and Team

As your personal advisor, we work through a partnership with you to determine the right financial strategies for your business, your employees, and your family:

Connecting Your Finances…

Income & Retirement Strategies

  • Dividend-paying equities
  • Alternatives to traditional fixed income vehicles2
  • Variable, fixed indexed and fixed annuities
  • Inflation-indexed income strategies
  • 401(k) and IRA
  • 529 college savings plans and Coverdell savings
  • Portfolio management

Estate and Trust Planning

  • Corporate successor trustee1
  • Complimentary trust reviews1
  • Irrevocable trust management1
  • Generational skip trust asset management1
  • Survivor benefit planning

Advanced Planning & Tax Strategizing

  • Deferred sales trusts & 1031 exchanges3
  • Estate equalization
  • Qualified opportunity zones

Protection Planning

  • Homeowners and auto insurance
  • Renters insurance
  • Home warranty
  • Umbrella policies
  • Life insurance

...with Your Business

401(k) Plan Management

  • Plan design and implementation
  • 401(k), 403(b), employee stock ownership plans (ESOP), defined benefit plans, and executive benefits/non-qualified plans
  • Investment selection and monitoring
  • Analysis, benchmark & modernization

Discover Modern 401(k)

Participant Support & Financial Education

  • Educational workshops
  • Taxes in retirement workshop, held at the University of Arizona
  • Modern retirement income planning, held at the University of Arizona

Business Planning

  • Buy/sell agreements
  • Small business strategies
  • Commercial business & property insurance
  • Key employee insurance

What questions do you have about your future or what’s next for your business?

Let’s talk about it.

Schedule a Conversation

Schedule Time to Talk