Business owners, you have a unique set of challenges.   

I know, because I am a business owner.

Most people do not have the ability to make a part-time income, or even tougher, a full-time income year after year, without a boss.  Congratulations!

I can relate to working a full-time job and starting a small business on a part-time basis.  I did that exact thing when I was in the Navy to get my start in the insurance business.  If you are wanting to start a business, I can give you some solid ideas to help you.

If you are going to start a full-time business, or already have one, I can be of even greater help to you.  Whether you employ one person or 100 people, I can help.


As a business owner you are faced with many financial challenges:

How does the new health care law affect me?
Where can I get low-priced health insurance?
What about an HSA?
What about group coverage?
What about business overhead insurance to cover bills if I get hurt or sick?
What about legal insurance to cover lawyers?
What about disability insurance to cover everything possible if I need it?
What about accidents only?
What if I want to protect myself financially if my business partner becomes disabled or dies?
What about other "key" employees that I would have a hard time replacing if they were to die?
What about identity theft?
How much do I need to spend on a website?
What about computer safety?
What about some kind of inexpensive benefits package to help me retain my employees?
What kind of pension plan would work best for my situation?
Should I open an IRA?
What about future financing needs?  What can I do now to set myself up to be in good shape for the future?

Contact me for a free financial check-up to learn more.  There is no obligation.  You will be glad you did.