You

Your Career

Your Career

We're a local business, here to help our own face the financial challenges and seize the rewarding opportunities available in our vibrant community. For working and retired small business owners, executives, managers, professionals, and institutional and personal trustees, we'll help you think through and adeptly address:

  • Defined contribution, defined benefit and profit sharing plans
  • Business purchases, expansions, sales and succession plans
  • Business risk management
  • Stock options and other executive compensation package management
  • Personal trust fund management
  • Charitable/institutional fund management
  • Tax management