Did you know that 70% of business owners say their accountant is their most trusted advisor.
Accountants do play a critical role for small business owners, but so do financial advisors. With over 20 years of experience as a small business owner and 12 as a financial advisor advisor, we can evaluate your business and personal goals to do what is right for you. Working together with your accountants, attorneys and other trusted advisors to increase your personal net worth, keeping in mind that your business may end up being your largest single asset.
We will encourage investing back into your company and employees to insure future success.
Call:781-569-5909 Text:508-868-9980 firstname.lastname@example.org