Guiding You To a New Point
in Your Financial Future



101 Eaton Street, Suite 100-B
Hampton, VA 23669





Description of Our Services for Business Owners


Business Succession Planning

For business owners looking to create an exit plan, we help with…

  • Continuity planning
  • Finding the right buyer
  • Avoiding overpaying taxes
  • Reducing unnecessary stress
  • Prepping the business for sale
  • Fairly valuing your company
  • Creating your unique exit goals
  • Envisioning life after retirement
  • Ensuring good faith negotiations
  • Developing a timetable to meet your exit needs
  • Being proactive & maintaining control of the exit process
  • Avoiding pressure from outside people & circumstances
  • Evaluating all available options for transfer or sale of your practice
  • Maintaining confidentiality throughout the exit planning/succession planning process

Business Retirement Plan Consulting

Because we are small business owners, we understand exactly what it means to provide a fair and attractive retirement package to employees…while knowing you can retire one day, too.

If you don’t have a retirement plan in place for yourself or your employees and are ready to learn more about your options, we can help. This overview is a great first step: Why Start a Retirement Plan?

Small business owners also look to us for help with assessing their existing retirement plan and recommending a course of action regarding key provisions of the plan. Getting started is easy: the first step is a complimentary review of your retirement plan/401K to help you determine if it’s the best fit for you, your business and your employees. We also make sure you’re getting good value for what you pay without incurring unnecessary fees. Lastly, we can review your plan to identify potential fiduciary issues.

Business Protection Strategies

We offer a full range of insurance programs to help protect your business, including group medical, group disability, group life, and voluntary supplemental options. Business clients work directly with our firm’s dedicated insurance specialist.

Click here for all the ways to contact us.






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Check the background of this financial professional on FINRA's BrokerCheck