Business Valuation: Business valuation is a mix of art and science. The bottom line is Of course, that a business is wroth what a buyer will pay for it. There are number of reasons for valuing a business, other than buying or selling it. Businesses are valued for estate tax and capital gain tax purpose, divorce settlements and for raising capital.
Need help valuation your company? We offer business valuation for a very reasonable price.

Financial Planning:
Financial planning is equally important for both businesses and individuals. We work with our clients in tax planning, risk management, asset preservation with limited tax consequence.

Set short-term & long-term goals, plan for the business´s future by securing your business´s financial health and establishing a strong foundation. Who are your costumers? Have you established your marketing presence? What are your costs of doing business? We can assist you in developing a comprehensive business plan that will help you identify & achieve your goals.
Plan now to set and achieve your financial goals, for your children´s future education (529 Plan, UGMA Accounts etc.), your retirement, and your life style (Savings and Investments). You decide which goals are important to you!

Investment Advice: We are licensed registered representative of H.D.Vest. We provide comprehensive investment advice based on the investment objectives of our clients and their risk tolerance. We perform comprehensive review of your financial goals and tools available to reach your goals.
We help you select investment vehicles that suits your investment objectives and risk tolerance. Amongst many investment vehicles available, we help you select the right vehicle that will steer to your investment objectives.

We help you evaluate following Investment Vehicles:
  • Mutual Funds
  • Units
  • ETFs
  • Bank Products
  • Annuities

We also assist you in evaluation of:
  • How to get started!
  • Types of Investments
  • Asset Allocation
  • Diversification
  • Risk Assessment and Risk Management
  • Education IRAs and 529 Plans
  • Gifts to Children
  • Trust Formation and Estate Tax Planning

Investing: How do you ultimately achieve financial independence?
  • Investing is one of the most effective ways to significantly increase your assets, ensure your financial security, and achieve your personal financial goals.< Regardless of how much money you choose to invest, first you need to develop a long- term investment plan based on critical factors including: your age and stage of life, personal priorities, and risk tolerance. Each of these factors will ultimately help design an ongoing investment strategy that meets your specific needs.
  • Following the implementation of your investment plan, we assist, our clients in periodically monitoring results to stay on track with financial goals and adjust strategy if necessary.

Loans and Leveraging

We have a proven track record of helping our clients in securing strong and economical financial assistance. Though our network and extensive experience, we could assist you in selecting type of financing period of financing and source of financing. We have a very extensive record of assisting our clients in securing SBA loans and other term financing.