As business owners ourselves, we understand the challenges you face daily when building your company.
To help you meet those challenges, we work closely with a team of professional advisors to develop a comprehensive, integrated plan to achieve your goals, protect your business and transform financial stress into strategy.
Our process helps you achieve clarity of direction, greater confidence in your decision‐making, and the ability to produce results in areas often overlooked by your peers. As a result, you will be able to focus more on strategic vision and growth, resulting in the highest probability of success.
Click on each model in the image below and learn how to: Build a Foundation, Accelerate Growth, Create a Legacy
As you discover “what matters most”, your financial life is so much more than just a balance sheet. Whether your goals are to fund a fantastic lifestyle, make the most of your talents or facilitate the creation of new ideas, our Legacy phase ensures the end results are aligned with what has meaning in your life.
Once you have established a solid foundation, we coordinate the input of a team of professionals and integrate it within a customized financial plan for the business.
In this phase, we'll work on making the business work for you, instead of you working harder for the business. The key benefit is that you'll have more time to focus on your passions in life. You'll have a confidential sounding board for big decisions as the company grows and for life's major events and turning points.
We ensure that the foundation of your business can support the growth you envision.
You gain enhanced clarity for where you are going with your business and how it all relates to your personal financial plan. Improved confidence comes from knowing that business fundamentals have been addressed, which leads you into the Growth phase of wealth creation and management.
When a client describes The Tower Group as his personal Chief Financial Officer: “They are like my personal CFO and I can’t imagine not having their help. We are on board with their philosophy for the long haul. They continually filter out the ‘noise’ in today’s ‘too busy’ world and give us the bottom‐line on what to do to get ahead – invaluable guidance!”