Jim Lusk explains how he and his team work with business owners just like you

Business Owners & Tax Diversity Options

Business owners face many challenges in their day-to-day lives, we can make things easier by helping with:

Business succession strategies
Converting human capital for retirement
Minimizing future taxes for retirement

crafting success, endless possibilities

essential planning

management tips

leading experts

To discuss your investments & wealth management requirements, or know about our services.

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I would like to review my current retirement plan. What do I need?

Here are the things we need to get going!

  • Balance sheet (assets/liabilities)

  • Current income, all sources and expected changes in the next 5 years

  • Any company 401k, pension statements or benefit estimates

  • Social Security estimate (online at SSA.gov)

  • Preferred retirement age

  • Preferred income replacement either amount or percent of future income