Tax and business strategy, succession planning, estate planning, investment management, employee sponsored plans, and group life and disability from our Upper Arlington office.
No jargon, no fine print. Here is what we actually do for you, explained the way we would explain it across the table.
01
Who it’s for
Business owners and executives with complex income.
Paying less tax, legally. We look at how your business is set up, how you pay yourself, and where your money sits, then work directly with your CPA and attorney so nothing falls through the cracks.
What it includes
02
Who it’s for
Owners thinking about selling or passing the business on.
Selling your business is probably the biggest financial moment of your life. We help you prepare years ahead, so when the day comes you keep more of what you built and know exactly what comes next.
What it includes
03
Who it’s for
Families who want what they built to outlive them.
Deciding now where your wealth goes later. We coordinate wills, trusts and beneficiaries with your attorney, and help you have the family conversations most people put off.
What it includes
04
Who it’s for
Anyone who wants their money managed with purpose.
A portfolio built around your plan, not a model number. We invest your money based on your goals, taxes and timeline, then adjust it as your life changes.
What it includes
05
Who it’s for
Business owners who want to take care of their team, and themselves.
A retirement plan your team actually uses. We design it, run it and service it, and we teach your employees how to get the most out of it, so participation sticks and you get back to running your business.
What it includes
06
Who it’s for
Owners who want to protect their people and the business they built.
Protection for the people who keep your business running. Group life and disability coverage that looks after your team, and your company, if life takes an unexpected turn.
What it includes
That is the conversation. Most people come to us with a bit of everything, and that is exactly how we plan.
