Business Executives and Entrepreneurs

Business Executives and Entrepreneurs are high energy, high impact professionals, often living a complex life of extremes. Managing those extremes is the key to a long, successful career. Business Executives and Entrepreneurs are dedicated to their organization, their employees, and their customers and clients, yet often lack the time to make good decisions for themselves.

As successful driven entrepreneurs ourselves, we have developed a specialty at helping other executives and entrepreneurs get their own financial house in order. It is through our own personal and professional failures and experiences that we have learned how to help others achieve at the highest levels possible. We do not judge. We do not criticize. We help you thrive on your mistakes and those of other highly motivated professionals because those mistakes wind up being a collection of very valuable assets to learn and grow from. We are dedicated to working one-on-one with you to help you develop a personal game plan for financial success.

Our work together focuses on three specific areas:

  • Staying physically fit, mentally clear, and emotionally tough
  • Building a personal financial foundation that can withstand extremes
  • Building cash reserves and planning an ultimate exit strategy

Services Offered

  • Personal Income Planning
  • Corporate Succession Planning
  • Qualified Plan Consultation
  • Non-Qualified Deferred Compensation
  • Risk Mitigation Planning
  • Investment & Tax Planning
  • Cash Management & Budgeting
  • College/Education Planning
  • Trust, Estate & Legacy Planning
  • Family Governance/Beneficiary Planning
  • Travel Consultation
  • Life Coaching
  • Healthy Living