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Our Business Solutions Approach

Growth
Businesses

You are great at doing what you do for your business but you are not an expert when it comes to the financial, accounting, and tax requirements of operating an online business, or a traditional location based business; you want to ensure that your business is meeting all of its obligations. 

 

Simultaneously, you want to take full advantage of the unique investment opportunities available to business owners seeking to build wealth by implementing a financial plan that is customized to your specific short-term and long-term goals.

solution

Continue operating your business with peace of mind that the financial aspects of its operations are being taken care of by a professional who will ensure that all the accounting tasks, tax returns, and other required filings are being accurately completed and timely filed so that your business operations are not disrupted by problems which can be time consuming and very costly to fix. 

 

You can rest assured that your Financial Advisor will be working to ensure that your personal financial plan addresses your specific goals while adhering to your personal principles whether, for example, that be investing 'Green.' 

Start-ups

You are in the early phases of planning to start a new business and you do not have the budget to hire a professional right away to help. 

But you need to help with deciding the type of business, registering your business, establishing your accounting system, understanding your tax obligations, and other important issues.

solution

Consider our Master Course or micro courses on various business related topics and taxes.  Each course is offered at a low cost and provides comprehensive information in an easy to follow teaching approach so that you can understand each topic.  The Master Course also offers step-by-step instructions to help you complete various important tasks on your path to establishing your new business.

Start-ups

You are in the early phases of planning to start a new business and you do not have the budget to hire a professional right away to help. 

But you need to help with deciding the type of business, registering your business, establishing your accounting system, understanding your tax obligations, and other important issues.

solution

Consider our Master Course or accelerated courses on various business related topics and taxes.  Each course is offered at a low cost and provides comprehensive information in an easy to follow teaching approach so that you can understand each topic.  The Master Course also offers step-by-step instructions to help you complete various important tasks on your path to establishing your new business.

Semi-retired
consultants

You are a semi-retired consultant or practitioner and you hold a long established investment portfolio which you have self-managed and would like to have your portfolio reviewed in light of you specific life goals.

 

You are looking for a Financial Advisor to take a second look at your portfolio for a variety of reasons such as your current investment management company has significant turnover amongst its Financial Advisors, or you simply are not sure whether you should trust the advice of your advisor. 

 

You are a fully retired consultant and are not sure what the best strategy should be for taking distributions  from your portfolio in light of your legacy goals and tax implications.

solution

Your Financial Advisor will analyze your investment portfolio accounts, held at all investment management companies, to ascertain your overall portfolio's investment allocation and will make recommendations based on your time horizon to full retirement; while also implementing a strategy that will allow you to take full advantage of a special tax deferral treatment available to self-employed individuals.

 

Your Financial Advisor will analyze your investment portfolio accounts held at all investment management companies and will prepare a comprehensive 'full life' financial plan customized to your specific life goals during retirement, and will address asset allocation strategies at various stages throughout the plan.

Your Financial Advisor will analyze your investment portfolio accounts held at all investment management companies, other liquid assets, and all other assets, in order to prepare a financial plan focused on minimizing your tax exposure by developing a tax savvy portfolio withdrawal plan.  You plan will also include a consultation on estate planning, and a fully implementable legacy plan based on your specific goals.

* Prices quoted on a case-by-case basis in advance of service being provided. Schedule your free virtual consultation on the calendar below.

Become an Educated Entrepreneur & Investor!

5230 Washington Street

Suite 201

West Roxbury, MA 02132

617-390-2077

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