Guidance for

Entrepreneurs

Have questions about operating, shareholder or partnership agreements?
Are you seeking help structuring insurance ownership and beneficiaries?
Feel like few people really know the sacrifices you have made to get where you are?

Let's Talk

Along the way, we help you answer the big questions that come with entrepreneurship.

What is my business really worth?
Should I raise capital or use debt to grow my business?
Are my investments allocated properly for income versus pure growth?

Kim C’s story

Entrepreneurs

I began working with my Advisor at XML with a 529 for my child. Over a few years, that relationship has blossomed into a full-service relationship including managing various investment assets, consultation on the sale of my business and comprehensive retirement planning. I am now comfortably focused on the next chapter of my life knowing I have XML right alongside my family for the ride.

Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.

It’s more than just your money. It’s your freedom.

That’s why we provide tailored advice whether you are…

Living in
retirement

An
entrepreneur

Navigating life
changes

Multigenerational-Aug-21-2024-04-03-19-6711-PM

Multigenerational
family

Leaving
a legacy

Women-focused
financial planning

A
not for profit

Resources for your financial journey

Each month, our team publishes articles, webinars, and videos covering critical financial planning, investment management, and estate planning topics.