As a small business owner and entrepreneur, you are already aware of the overwhelming amount of effort it takes to make your enterprise profitable. From the day-to-day issues that take up much of your time, to marketing, bookkeeping and various reporting activities, you have a lot to think about. In fact, many of the small business owners that I meet everyday have not taken the time to prepare a personal financial plan that suits their circumstances.

If this sounds familiar, I believe I can help. As an insurance advisor with, I work with small business owners self employed professionals. With personal experience and access to various professional advisors I partner with my clients to create comprehensive plans that can both grow and protect wealth.

Over the years, I've found that while the needs of every business owner are unique, there are a number of issues that are common on which I can give assist with:

• Building personal wealth - how to convert some of your business's excess income into personal investments in a tax efficient manner.
• Minimizing taxes - how to withdraw retained earnings out of your business without incurring a large tax bill.
• Estate planning issues - you'll need to consider to ensure the smooth, tax-efficient and organized transfer of your assets to heirs.
• Protecting your assets - ways to protect your personal assets from creditors and be prepared for the possibility of a disability or premature death.
• Retirement Planning - helping you enjoy a financially secure retirement by combining succession planning with tax-advantaged retirement planning.

If you would like to learn more about the strategies mentioned above, please feel free to request a complimentary consultation. If you are currently too busy to meet during regular business hours, my schedule is flexible and we can arrange a time to meet at your convenience.