Consulting

Personal & Business
Consulting

Business and personal financial health do not happen by accident. It takes planning, proven strategies, frequent review, and adjustment. As your family and business grow and change, new planning strategies are needed to get to the next level while protecting what you have.

It Takes A Firm of Professional Accounting
Consultants

Are you planning to start a business? We can help you determine the proper entity type and establish a business plan. If you currently operate a business, we can provide an outside look and offer valuable feedback to improve your business.  

We can also help you plan for your family’s financial future, including retirement and estate planning.

We work closely with individuals and businesses to help prepare a plan of action to reach your business, personal and financial goals.  

Contact us at 219.924.3450 to schedule an appointment with one of our professionals.