Financial planning
for business owners.
Hey! I’m 
Ben Stauffer, CFP®. I help business owners pay less in taxes over their lifetime, invest with a plan, and get their estate in order.
There are two ways I can help:
90-Day AuditA full review of your finances and 90 days of hands-on help putting the plan into action.OngoingWealth planning for families with $10M+, and the complexity that comes with it.
Good advice starts with a deep understanding of your entire financial picture. I take a complete approach, bringing your tax strategy, investments, estate planning, and long-term financial objectives together into a single plan. If that sounds like what you need, book a call or email me.