As a small business owner, you’re motivated, driven and always on the go. And as a small business ourselves we understand the stress that comes with managing personal finances while simultaneously tending to business matters.
We build financial strategies intended to help grow your business while building your personal wealth and:
- Reducing or deferring taxes strategies and insights
- Creating Exit Plans
- Planning for business transition
- Managing Your Company’s Retirement Plan & Benefits
- Offering Small Business Health and Ancillary Services
We are contracted with several local insurance carriers, such as Blue Cross Blue Shield IL, Humana, Aetna, Metlife and many more.
If you’d like to implement a plan that will benefit both you as the business owner and the professionals you employ, contact us today to speak to an advisor who specializes in business planning.