Entrepreneurs are often so busy running their businesses, they forget to evaluate and plan for their own fiscal future.

The need for a personal financial planner as soon as your business demonstrates sustainable results, is as important as a business plan is to maintain a successful business banking relationship. 

The talent of Brinton Eaton consists of financial planning, tax, estate and investment management advisors that help you protect the assets you’ve spent your career building. Working alongside your business banker and accountant, we take the time to help:

• Grow investable assets while you grow your business
• Conduct a cash flow analysis and financial plan that evolves with you
• Allocate assets outside of the business and current industry interests
• Determine the best personal path for financing large purchases (e.g. college, weddings, etc.)
• Plan for succession
• Get the right team together, including a personal financial advisor, business banker, lawyer, and accountant
• Consider life and disability insurance on key participants in the business
• Establish foundations