SERVICES

BUSINESS MANAGEMENT SERVICES

- Deposit, bill paying and cash management

- Insurance consulting

- Monthly financial reporting

- Debt-financing

- Asset procurement

- Investment planning

TAX PLANNING AND COMPLIANCE

PERSONAL FINANCIAL PLANNING

- Retirement

- Education

- Estate and gift

FAMILY BUSINESS PLANNING

- Succession planning

- Incentive compensation plans

- Business plans
- Cash flow analysis and planning

- Analysis of financial alternatives

- Marital dissolution

- Structuring and negotiating acquisitions and divestitures