Chat with us, powered by LiveChat
Broker Check

Financial Planning for CPAs

We are committed to becoming a quarterback for you and your clients with all your financial planning. We will guide you in implementing the right business strategies for your clients to generate the highest possible tax deductions and increase cash flow so your clients can fully concentrate on their business goals and dreams. For more information, fill out the form below. We'd love to chat!

Running a business is demanding, and it can be hard to find the time to develop a successful retirement strategy. We understand that taking all the necessary steps to protect your clients' businesses can be challenging. To combat this difficulty, you likely work with multiple professionals, such as, attorneys, insurance agents, or financial planners. However, they probably haven't all come together in one room to discuss how a decision made by one of them will affect the overall financial picture.

That's where we come in. We help coordinate the efforts of everyone involved to make sure that you and your business receive all of the guidance you and your clients deserve. See a 6-minute interview/documentary that discusses business planning with WestPac.

What is Exit Planning?

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. What kind of “exit plan” allows a business owner to leave his business in style? And how is one created?

Plans obviously vary, but if properly crafted, each exit plan has several common elements and is the result of a proven step-by-step process. Owners often best grasp these elements, or steps, when framed as questions.

Client Centered

Planning for Your Clients

You want to help your clients be successful. We take a holistic approach to help your clients create solid financial strategies for the future.

Want to learn more about our process?

Asset Protection

Asset Protection

We believe a properly structured asset protection plan should protect you from taxes, lawsuit, and divorce.

To minimize your risk, we help you identify your options, find the right insurance coverage, protect your assets with trust documents, and utilize estate planning. Contact us below for more details on Asset Protection Planning.

We have also written a blog article about using business dollars for personal expenses. Check it out!


Our Process
Our History
Our Values