Business Intelligence Institute Specialist

What keeps you up at night?

We understand that owning a business is not only a full-time job, it's a lifestyle choice. And it is not surprising that most business owners have done some level of planning, at different times through different advisors, often resulting in a lack of coordination, and a clear direction moving forward.

The Business Intelligence Institute^® is a network of financial planners with demonstrated expertise in comprehensive financial planning with particular concentration in issues particular to owners of closely held businesses.

4 Key Areas of Business Owner Planning

As a Business Intelligence Institute Specialist^®, Regina brings expertise to the unique planning circumstances that face every business owner at every stage of their business development process. Click here to view brochure.

It is our goal to simplify the process, put your planning issues in our hands, and to be your advocate to get your planning work done, so that you can focus on what you do best – running and growing your business!