Get expert financial guidance from a fellow business owner.
Most financial services experts haven't run a small or mid-sized business before, and lack the intuitive understanding of the unique needs that owners of these businesses have. As a former owner of an office furniture company, Chris Coulter knows how to survive and thrive in a competitive business environment, and build wealth while doing so.
Beyond helping business owners with tax planning and wealth-building, we broker unique and innovative insurance solutions for business owners, develop benefit plans that improve employee retention, and offer resources to support peak mental performance and mental health.
Andrew S, President & Founder (Construction Contracting company)
Jim A, President & Owner (Specialty Packaging Distributor)
Having effective insurance gives business owners options and runway should the unexpected happen. We work with entrepreneurs on a case-by-case basis to develop insurance solutions that work for them.
Essentially, building wealth as a business owner is about paying yourself as much as possible while paying as little tax as possible. We show you how to go beyond salary and dividends to achieve your financial goals.
Mental health is vitally important for entrepreneurs, yet is rarely discussed. On our site, you'll find resources and advice to help you overcome the mental & emotional challenges of entrepreneurship.
In order to attract and retain top talent, your compensation package will often have to include more than a good salary. We help business owners develop affordable benefit plans that their employees will love.