Owning a business offers many rewards, but running it also involves some of the most complex issues that individuals or families will face in their lifetime.

Top Questions Business Owners Ask Us


I read and hear about various financial strategies, but I don’t have time to research them. Can you monitor what’s available and help me make educated decisions?

I know I need an exit strategy. How should I best plan for this?

 What happens to my company if my partner leaves the business?

My tax bill is outrageous, are there ways to reduce my taxes?

 What do I need to put in place and how much does it cost to set up a contingency plan should something unforeseen happen to me?

What is the best way for me to grow wealth outside of my business? 

What should the next phase of my career might look like?

 How can I leverage my ability to earn an income?



Uncover opportunities to increase your wealth and free up valuable time. 

Wouldn't you love to know how the decisions you make today impact tomorrow?

Now you can. 

Schedule an Appointment

We have solutions in the following areas

Retirement Plans Employee Benefits Tax Architecture Executive Compensation Succession Planning
Retirement Plans

Uncle Sam wants you to save for retirement so much that the federal government has created a number of tax-advantaged retirement accounts, including popular choices such as the 401(k) and individual retirement account.

Learn More

Employee Benefits

Nonmedical benefits offered by employers can assist with healthcare costs not covered by other insurance offerings. Even those with healthcare may have trouble paying medical bills. One in five Americans with health insurance have to make financial and lifestyle sacrifices to handle the cost.

Learn More

Tax Architecture

Understanding tax strategies and managing your tax bill is paramount to building wealth. Our Tax Architects will review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. 

Learn More

Executive Compensation

Incentivizing executives to meet business objectives is a critical factor in designing executive compensation plans. Organizations can choose from several well-established methods to pay for the performance of executives, often with significant tax advantages to the executive and the employer.

Learn More

Succession Planning

Planning for expected or unexpected events such as; liquidation, buying or selling, continuation or growth.  Our advisors consult you on every aspect.

Learn More

Book an appointment using SetMore