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As a business owner, it’s a struggle to balance the many different aspects of a busy life.  The more financial success you have, the more time it takes to manage it.  As wealth grows, life doesn’t get simpler, it’s more complex.

As a business owner, you need to monitor cash flow carefully while calculating appropriate allocations for your lifestyle, retirement, family, taxes, and charity.

SPM’s comprehensive planning process coordinates advice from our Wealth Advisors with advice from your tax lawyer, CPA, and other key advisers to help you increase after-tax cash flow while making projections of wealth transfers.

SPM can help you:

  • Unite your family and advisers around a shared vision with specific action steps.
  • Take your business to the next level with advice concerning day-to-day operations, tax-advantaged business strategies, business succession planning, or mergers and acquisitions.
  • Support your risk management by analyzing, designing, and illustrating solutions to protect your hard-earned wealth.
  • Help you create tax-wise estate planning that will benefit you today and protect your heirs in the future.
  • Help you integrate your spirtual, civic, and legacy goals through planned giving and exempt organization representation.
  • Coordinate with your investment stratgies in order to fund your trusts with appropriate assets to help achieve your lifetime income and wealth transfer objectives.