ENABLING YOU TO LIVE YOUR BUSINESS DREAM

Many of my clients are business owners. I’m a business owner too.

I help you design, implement, and maintain effective plans to reduce your personal liability, preserve all viable income tax deductions, facilitate your retirement, maintain family harmony, retain key employees, and minimize taxes.

And, most importantly… I ensure that your business has the proper foundation to allow for maximum growth with minimal risk to you and your loved ones.

I don’t just respond when things go wrong. I proactively monitor your business to ensure you can stay focused on the growth of the business.

I offer an integrated approach to business planning. I help you with your Legal, Insurance, Financial and Tax (LIFT) issues, and I do all of this in the context of your family values and belief systems. My approach covers your entire LIFT foundation and plugs all gaps.

To accomplish this, I encourage collaboration among all of your professional advisors to help create the most effective team for your success.

My fees and packages are intentionally structured so that we are all on the same side of the table when it comes to the success of your business. We are incentivized to be efficient, to be effective, and to help you grow.

If you have a growing business or a business you want to grow more, let’s meet one-on-one for your LIFT Your Life and Business Planning Session. We will share with you exactly how we can be your small business general counsel.