News & Updates
12/12/11HBK announces new HR on Demand - flexible HR solutions for small and mid-sized businesses. Click here for details.
10/21/2011Back by popular demand! Sign up today for Essential QuickBooks Training on November 3rd in Daphne.
10/13/2011Business valuations are not just good management practice - they can also save your business money. Click here for more insight.
9/9/2011HBK announces new HR Consulting Services. Click here to read full announcement.
Personal Wealth Strategies
Successful business owners often find themselves accumulating a significant amount of personal wealth, which must be carefully managed to provide a strong future for their beneficiaries. We work closely with individuals and families to create a strategy for preserving personal wealth and lay the groundwork for future growth. Our team understands the need for discretion and sensitivity in addressing the range of issues that impact a family's legacy, and we provide a range of services including:
- Asset Structuring
- Business Succession Planning
- Estate Planning
- Bill Management Services
- Charitable Giving Analysis
- Family Dispute Mediation
For more information about Personal Wealth Services, please contact:
Xavier Hartmann, CPA
(251) 928-2443
Earl Blackmon, CPA
(251) 626-0846
Rucker Taylor, CPA
(251) 943-5499
Sally Wagner, CPA
(251) 928-2443
Ken Thacker, CPA, CFP
(251) 928-2443
