Decorative Tilda

Helping business owners capitalize on their success

Many good things happen in small businesses. They employ about half of America’s workforce, and incubate new technologies and business methods. We simply can’t have a robust economy without strong small businesses.

We understand the challenges business owners face and have helped many new, growing and mature businesses. Many have trouble monetizing their business, or remembering that a well-rounded plan includes savings and investing outside of their company.

We help small employers create a plan for their business and prioritize their own retirement plans. Most important, we recognize that each business owner is unique. We take the time to understand their goals and address a wide variety of needs, including asset protection, cash management, employee retention, insurance, financing, succession planning and, of course, retirement.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the largest independent financial services firms in America. Best of all, business owners can enjoy the confidence of knowing they have a single, trusted source for financial advice – and more time to devote to growing their business.

Meet Shane: Business owner, construction

Over the past 13 years, Shane’s business has grown from a one-man operation to a thriving corporation employing 17. He is constantly growing and expanding his field of expertise to incorporate the changing marketplace and the demands of his customers. Like many other business owners, Shane needed a way to diversify his investments outside of his business and wanted to attract and retain qualified and capable employees.

We can assist with:

  • Individual savings and investment planning
  • Individual retirement planning
  • Corporate retirement plan development and implementation
  • Consultation on business expansion and building purchase
  • Life insurance and disability insurance reviews
3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
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