July 22, 2014

Taking care of business. Your business.

If you own a business, you probably have a sound business plan, but what about an investment plan.

An effective plan should address every stage of your business life cycle— from grand opening, to growth and success and later to an exit plan that transitions your company for when you're ready to retire. We can help you develop a plan that suits the unique needs of your business.

As your company's goals, resources and challenges evolve over time, we offer guidance and important insights for managing cash flow, designing retirement plans, reviewing employee benefits and evaluating insurance coverage.

Unbiased guidance for your personal and business needs.
Over time, your personal financial goals are also likely to change. We can help make sure your business and personal goals remain aligned, provide thoughtful and unbiased investment advice and, when the time comes, help you with business valuation and succession planning.

Let us help you with truly independent investment guidance so you can focus on managing your business in the here and now. Call (616) 234-6524 today for more information or to schedule a consultation.