Let us put our expertise to work for you. We know what it takes for a small business to succeed and we have the tools and know-how to make it happen. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.
Business Consulting—whether buying or selling a business, we offer expert guidance on properly structuring the transaction to minimize your tax liability. Additionally, we can assist you in securing financing, entity selection, business plan development, financial projections and forecasts, analysis of business operations or expansion.
Wealth Management—we have dedicated professionals on staff to assist you in securing your financial future through long-range financial planning. We are able to offer insurance products and investment solutions designed to build wealth and to protect assets. Whether you’re planning for college, retirement, or need guidance on estate planning, think of us as your trusted advisor to serve all your financial needs. – Investments provided through Wealth Management LLC, a Registered Investment Advisor.
Legal Services—as an attorney, Norbert Gonzales, Jr. can assist you with your personal or business legal affairs. As an established client, he can advise you on the preparation and review of business contracts, leases, and deeds, the preparation of wills and trusts, powers of attorney, medical powers of attorney, living wills and directives, as well as probate matters and estate planning.