Business Owners

Business Owners

  • Tax reduction strategies unique to business owners.
  • Ways to protect you and your company from risks.
  • How to attract and keep qualified employees.
  • Efficient cash management strategies.
  • Succession Planning.
  • Wealth Maximization Strategies.


  • Am I saving enough for retirement?
  • Tax Strategies that make your money work smarter.
  • Does my plan include a work-optional retirement?
  • What to do if I change jobs or careers?
  • Debt reduction strategies.


  • Most women are or will be responsible for their finances at some point.
  • We educate women of all ages, backgrounds and levels of experience.
  • Advising women executives, business owners and professionals.
  • Helping divorced women transition and put a new plan in place.
  • Demystifying financial situations for widowed women.

We provide guidance in the following areas:


Financial Planning




Tax-Efficient Strategies


Risk Reduction


Wealth Transfer Planning


Long-Term Care & Insurance


Retirement Planning


Protection Strategies


Social Security Approaches


Retirement Income Management