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
You choose THe next steps
Learn About Our Process
Complete a Short Questionnaire
Choose How To Contact Us