Testimonial
"I had several different advisors in the past marked by high turnover and little consistency. I wanted to find someone I could trust who could offer us stability, local roots and a full complement of offerings. I met James through a referral from a friend and immediately built a rapport with him. Our relationship with him and his team has been what has made our experience so enjoyable and successful. James knows our family and our vision for the future, which allows us to be authentic, talk straight and challenge each other when needed."
MATTHEW DOWDELL
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
These business owners have built substantial opportunities for themselves largely from the ground up by bringing value to the marketplace. They are driven, focused and legacy minded.
As a business owner, you have questions, like:
- How can I attract the best people to grow the business?
- If I get hurt or die, what happens to my business?
- Do my suppliers and vendors feel confident that my business will offer continuous service?
- Can my business fund the retirement I envision?
Our firm can assist you with:
- Minimizing risk by preparing for surprises.
- Safeguarding your business with coverage to help offset the loss of cash flow in case you become sick or hurt.
- Transition your business smoothly with a well-designed business succession plan.
- Integrate all aspects of financial planning for your business as well as your personal life.