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2139 Chuckwagon Road, Suite 205, Colorado Springs, CO 80919

719-445-0337
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Business Owners and Entrepreneurs


Sole Proprietors (Solopreneurs) and Business Owners

As a business owner you pour a lot of your time, money and energy into your business. Eventually, you grow to a point where you need help. Help with taxes, help with managing your wealth and help protecting your business and your family. That's why you need the guidance of an advisor that'll help you with tax planning, investment management and risk management.

As an IRS Enrolled Agent, as well as being a Certified Financial Planner Professional, CFP®, I have a unique understanding of how proper tax planning, investment management and risk management impacts your business, investments and overall wealth management.

Taxes

Taxes

I'll work with you to identify ways for your business to be more tax-efficient,  keeping more of the revenue you earn, but also making sure you're tax compliant.

This can include helping you estimate your tax liability and identifying ways to reduce your estimated tax bill throughout the year.

Retirement plans and Investments

Retirement plans and Investments

Retirement plans, even if you don't have any employees, and Investment Accounts can be a great way for your business to accumualte assets and liquidity. I'll work with you to discover what retirement plans and investments make sense for you and your business.

Risk Management

Risk Management

You take on a lot of risks as a business owner, so it's important to mitigate and manage the risk you take so that your business is protected, but also so your family is protected.

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