The independence and freedom of being self-employed brings with it many challenges. At the very top of that list is the responsibility of your overall success being measured with your daily financial decisions. You chose being in charge for a reason…and we want to keep it that way.
Having worked as independent contractors and business owners, we know these challenges well. We understand and realize business ebbs and flows, making it difficult to know how to properly allocate your liquid assets.
Liquidity is essential for you, but so are the impacts of taxation. Our goal is to become a member of your team, with you being at the helm. This means us simply helping you discover options that can maximize your position as an “advisor” so that you always feel empowered that you are making sound decisions for you and your family. Whether it is using a SEP, SIMPLE, Traditional, Roth IRA or other options, we can help you weigh your choices. At the end of the day, it is your money and we will simply be the guide to help you navigate the allocations and products.
Some of our services include:
Most importantly, it is vital to have a plan that secures your future so that you and your loved ones are secure beyond your business venture(s).
Questions? We have solutions!