The Business Owner
As a fourth generation small business owner and a proponent of the key role that small-mid sized businesses play in our local and national economies, Preston has invested the time and resource to retrofit a wing of Reliant specifically towards the needs of business owners.
Bottom line, we get you. We recognize what drives you and the goals you're working towards. So while we can help you with the same types of financial needs that our individual clients have, we can also roll-up our sleeves; dig in to your business model, analyze your P&Ls, study the structure of your workforce and build strategies that facilitate your vision, while protecting and growing resources at each stage of business.
We are honored to walk along side business owners from start-up all the way through exit and retirement.
Business
Planning
Personal Wealth Strategy
Retirement Income Planning
Estate & Legacy
Planning