the Financial Group, a financial advisory firm specializing in succession, estate and investment planning for small business owners and corporate executives. Craig and Brandon guide families through the emotional and financial factors of family wealth transfers. They specialize in designing innovative solutions for those who have acheived substantial success and are dealing with difficult income and estate tax problems, as well as business succession issues.
The Financial Group is committed to understanding your situation and customizing a comprehensive financial plan to help achieve your goals. Whether you are an executive at a Fortune 500 company, a small business owner, the bread winner of your family or a company ready to go public, Craig, Brandon and The Financial Group team can help you translate your goals into action steps. Craig and Brandon are motivating catalysts to take the words from the plan into immediate action.