Business Owners Advisory Group LLC

 

(pictured, from left:  Jud, Jeff, Stu, Steve )

 

 

STRATEGIC PLANNING FOR BUSINESS OWNERS

AND THEIR FAMILIES

VISION:

We work with the owners of closely held businesses and people of high net worth to preserve and protect their lifetime's hard work for the benefit of themselves, their families and others who may be important to them.

MISSION:

We help our clients identify problems, challenges and opportunities in their business and personal planning, and to design solutions to accomplish their goals.  We work on an advisory and consulting basis, and work as your trusted advisor.

VALUES:

Our commitment is to always put our clients' needs first, and to strive for excellence in all our activities. Our dedication to excellence, integrity and ethics will be the foundation of every client relationship.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

More Newsletters →