Building or running your own business is an exciting but scary thing to do. As fellow entrepreneurs, we know the drive and hard work needed to be successful. We also know that expert advice outside of our own core competencies is critical to our success and survival. Helping individuals and businesses manage their financial health is our competency so you are at the right place. One difference between us and other banks, or advisors, is we integrate our advice so we consider your tax position; retirement goals and cash needs at the same time. For example, we won't give you business tax planning advice to make aggressive write-offs to create losses if your plan is to grow the business since it could prevent you from raising capital or obtaining new loans. In short, we provide advice customized to your specific personal and business goals regardless if it a brand new home-based business or a multi-state operation.