Broker Check

Business Owners

All of what you need. None of what you don't.

With intertwined personal and business finances your list of concerns is longer than most but so is your list opportunities.  Since day one the majority of our clients are business owners and Sean himself has been a business owner since the 1990's. 

We have the experience to quickly and easily identify the options that can help you the most weather they are personal, business or both. 

We tailor retirement plans to suit your needs and those of your employees.  Then we manage them in a way that assures consistent support so you don't have to worry about educating employees, changing best practices and updating investment choices.  

Your employees will notice the difference from the very beginning which can give you a happier, more productive and loyal workforce.   

Fee-based Not Fee-only

Our goal is to align our interests with yours including the structure of our compensation.  Often the best arrangement is fee-based on a percentage of assets but that is not always the case.  To address these other situations we also offer flat-fee, hourly and per transaction services.  

It is important to note that not all transactions are allowed to participate in all compensation types by regulation.