Tax, Financial, and Retirement Planning for
Entrepreneurs & Developers
Clarity for Builders & Visionaries
Your entrepreneurial drive builds companies, developments, and opportunities—but also carries tax, estate, and liquidity challenges that can’t be managed in silos. We strive to meet you with the same creativity you bring to your work, and with detailed structures designed to support your needs.
- Tax-aware growth planning – From entity structure to reinvestment strategy, we help ensure growth is efficient at every stage.
- Estate alignment – Planning early helps protect both your ventures and your family, weaving succession and trust strategies into your personal vision.
- Partnership through transition – Whether scaling, selling, or starting again, we walk closely with you, making sure each decision aligns with both numbers and values.
Designed to help you evaluate cash flow, tax exposure, and estate considerations side by side.
If you would like to schedule time to discuss your wealth journey, please email us at
hello@somersetadvisory.com or use this link to schedule a meeting directly. You may also call our office
at (205) 518-7494.
