Financial Planner

OFFICE: Memphis
5100 Poplar Ave, Suite 2300
Memphis, Tennessee 38137
(901) 746-6304

Direct: (901) 746-6304
Fax: (901) 748-0222

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As a third generation small business owner I have seen firsthand the struggles small business owners face when it comes to implementing a succession plan. Whether you are wanting to sell your company or pass it on to future generations, having a plan is crucial in ensuring a successful transition. Every business at some point will have to face the reality of ownership change and this process is complex and filled with challenges. Owners are faced with the difficult decisions of how, when and to whom they will pass the responsibility to. Contrary to popular belief, this process does not come naturally. The transition can often leave owners feeling anxious, vulnerable and unsure of the business’ future. Our focus is to work with the current and future generations to ensure a less stressful and more efficient outcome.

Investment Management
Family Business strategies
Estate Planning
Business Succession and Transition Planning
Executive Compensation Plans
Tax minimization strategies

Executives, entrepreneurs