New or Recently Opened Businesses

Do you understand the importance of covering all your financial bases but are concerned about the impact on paying for it all at once?


For businesses with 3 or fewer partners: Initial fee of $475 to cover the first quarters’ planning, then $100 a month (billed via ACH) to cover subsequent months.

For businesses with more than 4 partners, fees determined on a case by case basis.

If you are a new or relatively new (2 Years or less of operation) business owner, I will work with you to tackle a different issue each month, and spread the cost over time to minimize the impact on cash flow.

Some of the items to address are:

  • Corporate Structures
  • Buy-Sell and Partnership Agreements
  • Retirement Plans
  • Taxes-Deductions and Proper Filing
  • Life Insurance Planning
  • Health Insurance Plans
  • Disability Plans
  • Long Term Care Plans
  • Liability Insurance

Contact Us 

(317) 203-4001

3928 Clarks Creek Road, Plainfield, IN 46168

M-F: 8am-5pm, S-S: Closed