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Business Owners

Business Owners

Building and running a successful business takes hard work and discipline. As someone who has "walked in your shoes," Kevin knows what it is like to start, build and run a business.  We specialize in working with owners of service based businesses to help:

  • Attract and retain great employees

  • Minimize taxes for the business and owners

  • Build wealth inside and outside of the business

  • Develop a long term exit strategy (some call it "Retirement")

Our team provides expertise to help preserve and continue to grow your assets, inside and outside of the business. With multiple options for fee arrangements we have full open architecture to utilize the best available processes and investments for you and your business.

  • Asset allocation design tailored to your investment needs and objectives

  • Corporate retirement plans 

  • Estate & Tax Planning Strategies

  • Income & Cash Flow Planning

  • Personal and Business Retirement Planning

  • Insurance & Risk Management

  • Creating a business succession plan and exit strategy
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Service-Based Industries where we Specialize

Construction and Contractors

General Contractors, HVAC, Plumbing, Home Service Companies, Architecture Firms, Engineering Firms


Catering, Restaurant Groups, Event Services (DJ, Decor, Lighting, Rental Companies)

Medical Services

Dental, Chiropractic, Physical Therapy

Tech Services

Software and Hardware Services, SAAS