Services

 
 

Our comprehensive wealth management services are designed to help veterans and their families succeed financially. We offer a wide array of services, including:

Wealth Management

Wealth management is the practice of managing your entire financial picture and ensuring all pieces fit together. As a business owner, you have many considerations when managing your wealth and we’re here to help. We serve as your guide and work together as a team to manage your financial future.
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Retirement Planning

Retirement is an exciting milestone, and preparation requires time, patience, and diligence. We can help you plan for your personal retirement and adjust your plan according to your unique goals and needs.

On the employer-sponsored retirement planning side of things, we can also help you structure a competitive retirement package for your employees to help attract and retain top talent. We will ensure you are in compliance and answer your questions about corporate retirement planning.

Risk Management

Protecting yourself, your family, and your business is very important, and we can help you understand your various risk management options. From personal life insurance to buy-sell agreements to protect your business, we can help you feel confident that you’re protected in case something happens.
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Estate Planning

As a business owner and individual, you want to safeguard your assets when you’re gone. A proper estate plan can make it easier to minimize taxes, transfer your assets, and ensure your estate is handled according to your wishes.

Exit Planning

As business consultants, we help veterans make smart decisions for their businesses. One of these decisions is your exit plan. We can help you determine what you want to do if and when you leave your business to help protect it for generations.
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As a fee-based firm, our pricing is transparent and we create pricing structures that are best for our clients. We discuss in detail what you need now and what you will need in the long term.
Contact us today to learn more about our services and fee structure.

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Process

As business planning consultants, we work with veterans throughout every stage of their entrepreneurial journey. From growth to exit planning, we meet you where you are and can advise on every stage of the business owner life cycle.
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Growth

Growth

Growing your business is an exciting time, and in this high-growth stage, you need a consultant to help guide you and answer your questions. As veterans ourselves, we understand the trust, integrity, and hard work it takes to grow your business.
Execution

Execution

In the execution stage, you want everything to run smoothly. We stand by your side as your entrepreneurial coach and give you advice every step of the way.
Exit

Exit

Your business’s exit plan is a crucial part of its longevity. We can help you determine how and when you want to exit your business and—most importantly—how it will live on. As a Certified Exit Planning Advisor (CEPA), we will have a deep understanding of the growth and exit of your business.