Broker Check

Business Owners

Every business has a starting point. As an entrepreneur, a business owner, you had a beginning, a story of how you started. You may have inherited your business, or purchased it, or maybe you started it from scratch. Our strategies are designed to protect that which you have built, while helping you to maximize your opportunities and the value of your business.

Client Centered

Traditional strategies often focus on current challenges and specific financial products and may fail to coordinate solutions that address the key issues we know all business owners face.

Typical Approach

  • Narrow Focus
  • Transactional Approach
  • Lack of Coordination
  • May Fail to Address Key Issues
Our Process

Our Process

We specialize in working with business owners in three distinct areas: Asset Protection, Wealth Building and Exit Strategies. We have found that our ability to help clients define their vision, goals and risks has a great impact on how they approach their finances going forward and can help them reach their financial goals.

The Living Balance Sheet provides an organized and integrated view of your entire financial picture across your business and personal life. This perspective can provide an advantage and opportunity for you to grow and protect your wealth.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The Path to Success

No matter where you are in the life cycle of your business, we’ll help you address key issues that impact your business growth.

Our well-defined process and custom-built strategies can help you:

Maximize Use of Business Net Income
Streamline Expenses
Lower Cost of Debt and Taxes
Reduce Business Continuity Risks
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.

The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.

© Copyright 2005-2023, The Guardian Life Insurance Company of America

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (614) 832-4994