Retirement Plans: The Pension Protection Act of 2006 has created new planning opportunities for small business owners. If you have an existing plan, it may be worthwhile to conduct a review. We can work together to maximize your objectives as an owner while meeting your responsibilities as an employer.

• 401(k) plans (Regular & Roth)
• Safe Harbor 401(k) plans
• Self-Employed 401(k) (Regular & Roth) Hybrid
• SEP-IRA
• SIMPLE-IRA
• Profit Sharing
• Money Purchase Pension

Succession Planning: With all of the hard work and challenges of growing your business, you need sound advice to maximize the return on your investment as you head towards retirement. Working in conjunction with legal and tax advisors, we can establish plans that ensure your legacy is properly managed.

Equity Strategies: Whether you are a significant shareholder of a closely held business or looking at a stock transaction as part of a public company, I can help you map out a strategy that best fits your overall goals & objectives.