Financial Planning for the Self-Employed

For over 15 years, we have provided guidance through the startup, growth, expansion and maturity stages, to help our clients focus on their business.

Whether you are an entrepreneur or a 1099 contractor...  Here Is What We Provide:

  • Explore cash flow efficiencies

  • Lender & financing assessments

  • Business plan development

  • Tax reducing strategies for business and personal

  • Budgeting between business and personal needs

  • Education on retirement choices that suits your needs

  • Real estate investing

  • RE cash flow & rates of return calculations

  • RE IRA investment comparisons


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