Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
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Business Owners

As a business owner, your financial situation is incredibly unique, with greater complexities. But your time is limited, and so often, there is a lack of coordination, and many opportunities to take your planning to the next level…to get from where you are, to where you want to be.

Your financial planning must take into consideration the need for working capital and your balance sheet, multiple levels of tax, your most important employees, banking and borrowing considerations, franchise restrictions, and personal guarantees.

Our team provides you with expertise in the following areas:

  • A customized financial plan
  • Income tax reduction strategies
  • Strategies to retain and benefit your most important employees
  • 401(k)/Retirement plan design and management
  • Investment planning and cash management
  • Succession planning
  • Buy-sell agreements
  • Life insurance strategies
  • Estate distribution & probate avoidance
  • Estate tax reduction
  • …and more


We work closely with your advisors, such as CPAs and attorneys, to coordinate and assure your plans are aligned to reach your long-term goals.

The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your business, the people you care about, and ultimately reach your goals.