Financial Planning for Entrepreneurs and Established Professionals

Are you working in your business or on your business? Most business owners have not stopped to think about this question. Many have trouble achieving a proper work-life balance between the business and their family and friends. There’s not enough hours in the day to properly plan for their future, and items like retirement planning, succession planning, estate planning and legacy planning are often left unsettled.

Speak with a Senior Wealth Advisor Today

Call 631.218.0077 or keep reading for more information.

Our time-tested methods can help take the pain out of financial planning, ensuring a bright future for you and your loved ones. Here are some of the services we offer, particularly for entrepreneurs and established professionals:

Personalized Support

A business owner’s idea of Financial Freedom is very different from that of the average person who is employed by someone else. Whatever you envision your future to be, we can help minimize the complexities that are blocking you from achieving your vision, and simplify the decision-making process to help get you there.

We understand that your time is extremely valuable, and we respect that during the planning process. Our service, The Professional Teamwork System®, allows us to seamlessly work with your other professionals, such as your accountant, legal team, and other advisors, to form a complete understanding of your finances and create a strong support system.

A Plan That Meets Your Needs

Whether you’re thinking about your personal future, or perhaps establishing a 401(k) plan for you and your employees, we have the expertise to set-up the plan and manage the investment as your fiduciary advisor.

Retirement today is very different than it was just 15 years ago. We’re living longer, healthier lives – which means we’re able to enjoy retirement for a longer period and can embark on new and exciting journeys. However, it also means additional healthcare costs, and a larger portfolio to last a full lifetime. We can help you plan for both life’s predictable as well as unpredictable events.

Professional Advice

Not sure if you can afford to take time off from the business to take that dream vacation? Wondering if you should sell your business when you retire? Thinking about how much you’ll need to save for retirement to live comfortably? We can help with all of these.

Take the First Step Towards Financial Freedom

Complete our “Getting to Know You” form below, contact our office at 631.218.0077, or e-mail us at
Financial Planning for Entrepreneurs and Established Professionals