Thomas (50) owns a company valued at $5M. He wants to be intentional with his family’s personal finances but knows the best use of his time is pouring into his family and focusing on growing the business.
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He is looking for a financial advisor to partner with that understands entrepreneurship and the challenges he faces. He would like an advisor who provides a single point of contact for both his personal finances and business retirement plan for his employees.

Key Concerns: 
• Doesn’t have time to focus on personal finances like he should.
• Desire to maximize retirement savings.
• How can he best include his wife in financial conversations?
• Will his business be able to fund his lifestyle in retirement?
• Feels like he should be paying less in taxes. 
• Really cares about his employees and thinks he might be able to offer a 401(k) retirement plan for them.