Business Planning

Entrepreneurs and Small Business Owners are one of our main client groups. We work together to develop and implement a solid personal financial plan that will help them achieve their personal financial goals in reflection of their business.

Many business owners realize the importance of structuring their personal affairs in a way that will not be affected if their business is faced with difficulties.

In the course of my work, I cover important areas like estate planning, insurance & tax minimization strategies as well as succession planning. I am sure you agree that these are very important areas to consider, especially for self-employed individuals.