I specialize in working with successful business owners, executives and their families to help them grow and protect the wealth they have accumulated through a systematic planning process driven by my client's objectives. As a CPA, I know what takes to protect assets from confiscatory tax laws as well as what happens when the wrong strategies or no strategies are considered. Being a former business owner in several industries gave me the firsthand experience of what it means to be responsible for the various functions that come with entrepreneurship. As a member of my client's advisory team I view my role as critical to taking the non-productive tasks off their table so that they can do what they do best... make money and have fun.Business Owner Planning:>Business Succession Planning-Transfer and exit strategy planning>Qualified Plan Consulting-401(k) Profit Sharing, Executive Deferred CompensationExecutive/Personal Planning:>Accumulation-Financial Independence and Investment Planning>Preservation-Wealth Transfer and Insurance Risk Management>Distribution-Retirement Income and Estate Planning_______________________________________________________________Securities and investment advisory services offered through Cetera Advisors LLC, a broker/dealer and Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership form any other entity. Branch office address: 508 Elm Avenue, Suite 100, Phoenixville, PA 19460