Financial Position

• Restructuring/Eliminating Debt
• Building Cash Reserves
• Managing/Maximizing Cash Flow

Protection Planning

• Protecting against premature death
• Protecting your ability to earn an income
• Protecting your assets from long term care costs
• Insuring the “key person” in your business
• Providing Business Continuity 

Tax Planning

• Maximizing the value of tax deferred
  accumulation by working together with your CPA
• Creating a tax free stream of income
• Leveraging the unique tax advantages of
  owning a business 
• Creating a tax efficient investment portfolio

Investment Planning

• College Funding
• Accumulating towards a specific goal (vacation home, travel, etc.)
• Minimizing portfolio risk
• Increasing potential long term returns
• Reducing portfolio volatility

Retirement Planning

• Creating an income distribution plan
• Protecting your retirement assets
• Protecting the principal of your investments

Estate Planning

• Reviewing wills/trusts, etc
• Ensuring for the proper transfer of your assets to your heirs
• Minimizing estate taxes