Starting or running a business is a significant undertaking. And when you pour your time, money, and energy into something, you care deeply that it succeeds. We do, too.

As a small business ourselves and having served business owners in a variety of industries, Carey & Hanna and our financial planning partners have tested, refined, and developed processes to help you be profitable. From selecting the most advantageous entity structure and ensuring adequate protection from risks to streamlining operations, optimizing cash flow, and minimizing tax liabilities, we have knowledge to share that can help your business thrive.

While your business grows, we’ll work to parlay those benefits into your personal finances, and as you inch closer to wanting to retire, we’ll help you develop a succession plan to help your business live on.