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757-869-9268
Our Location
5544 Greenwich Rd, Suite 303, Virginia Beach, VA, 23462
& Williamsburg, VA, 23188
Business Owner
Business Planning & Personal Planning - All In One Place.
The art of building a successful business is a unique alchemy of entrepreneurial vision, planning and process. Combined with the right team, success potentially has no limits. Most business owners have an inner circle of trusted business advisors – lawyers, accountants, investment consultants – and most are very good at what they do based on their individual areas of expertise.
But good advice given in a silo may not ensure that both your personal and business financial goals are met. Along with my partners at First Financial Group, we work with you and your advisors to provide a holistic planning approach that helps ensure that your business is positioned to bring you and your loved ones the best possible financial outcome.
Building Relationships
Planning Your Future
Growing With You
While planning can be in-depth and have a lot of moving parts, we like simple things and making planning easy to understand while educating you around why you do something as well as helping you recapture money along the way. It’s as simple as 1, 2, 3.
- • First - We find a time on our busy schedules to get together. Could be in person or via Zoom, your choice!
- • Second - We have a discussion and get to know each other, as well as chat about our philosophy around planning.
- • Finally - We make the decision to move forward with our planning process or we find that timing isn't right and go our separate ways.
Business Planning & Personal Planning - All In One Place.
Group Benefits
Taking care of your associates is taking care of your business.
Employee Seminars
As an employer, keeping a loyal, productive and healthy workforce is at the core of your business.
Risk Management
You’ve worked hard to build your business. You need strategies that work just as hard to protect it.
Retirement Services
Our business mission is to bring transparency and standards to retirement plans for the benefit of employers and employees.
Executive Benefits
Unlike qualified retirement plans, a nonqualified executive benefit plans allow you to choose the employees you wish to cover and exclude others.
Succession Planning
Selling or transferring your business can be the biggest financial event of your lifetime.
Key Person Planning
Talent comes and goes, but your inner circle of authentic key employees is truly a critical asset to your business.
Resource Centers
Want to learn more about retirement, insurance, or estate strategies? We have a wealth of resources.
*Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC.
*Some health insurance products offered by unaffiliated insurers.
*Fiduciary Consulting Services offered through a third party not affiliated with MML Investors Services, LLC.