Both your business and your family depend on your success. Tightly coordinate between your personal finances and your business finances.
Taxes can eat away half of your wealth in your life time. Our planning service minimizes lifetime taxes, both currently and taxes during retirement.
We help you reach your goals earlier with wealth planning. Improve the sales price of your main investment, your business.
Having all of your eggs in one basket is risky, but most business owners have their wealth in their business. Properly insure against risk.
We are the first integrated analysis service in the Kansas City region. We have the experience, and we have specialized training for business analysis.
Our main service is to give you confidence to make the hard decisions you must make while owning a business. See the finish line.