Our fee-only financial planners in Annapolis are here to help you plan for, protect and transfer from your greatest investment

If you are a business owner (like us), you have likely poured your heart, soul and life savings into your business. Your business is an investment so you need to treat it as such, from choosing the proper entity to annual tax and cash flow considerations. We’ll work with you and your tax advisor to create and maintain the optimal business structure to keep this asset growing properly. We’ll work with your tax and other advisors to help you transition through all of your business needs.