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Entrepreneurs & Business Owners

If you own your own business or are self-employed, you probably spend a lot of time focusing on what needs to be done today. But don’t forget about tomorrow.

I often work with small-business owners and those who are self-employed to help address their unique financial and investment challenges, such as:

  • Reducing tax liability
  • Maintaining personal net worth
  • Properly insuring yourself and your business
  • Providing your employees with retirement plan options
  • Planning for the future transition of your business

Beyond the scope of your business, I can also help you with your personal needs, like cash management, retirement planning and saving for a child's college education.

You've made a significant investment of time and money to build your business. Now take the next step to help protect and build on that investment by speaking with me about your financial future.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

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