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ATLANTA: 770.512.5100
JACKSONVILLE: 904.296.3300
NASHVILLE: 615.823.1111

Business Clients

We Understand Business Owners  

As a business owner your focus is the successful day-to-day operation of your company which leaves little time to spend ensuring that you have properly protected what you have worked so hard to build. Our business clients want to prevent the financial mistakes that come from failing to address critical areas when it comes to planning.   

Here are some of the most common concerns we hear when we ask our business clients what keeps them up at night:

  • “Taxes are killing me!” 
  • “What happens to the business if I die or become disabled”? 
  • “We struggle to attract quality employees and worry about losing our key employees.” 
  • “Our benefit costs are skyrocketing!” 
  • “My business IS my retirement.  How soon can I retire?” 
  • “I don't have an exit strategy.”

So how do we help? 

We specialize in the integration of business and personal financial strategies. By offering comprehensive planning services for small to mid-size businesses, we are able to bridge the gap between the financial needs of the business and the owner’s personal financial needs. We apply our expertise in financial services such as tax-advantaged retirement strategies, insurance, asset protection, executive benefits, succession planning, employee benefits, investment management and many other areas to give our business clients coordinated strategies for all of the financial challenges they face.   

An Integrated Approach 

Most business owners seek advice from a variety of professionals including attorneys, CPAs, property & casualty agents, health insurance providers, and bankers. We believe strongly that a successful financial plan for any business owner requires a coordinated approach with your entire “team of advisors”. We reach out to those advisors to gain a complete understanding of all aspects of your business then work with them to get their input and support of the strategies we recommend. This will help ensure that the plan you put in place is the right one for your future and the future of your business. 

Contact us to find out how we can help address some of the concerns that keep you up at night.