Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
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Owners of Construction Companies

As a contractor or business owner in the construction industry, your financial situation requires more specialized strategy than the average business. But your time is limited, and so often, there is a lack of coordination, and many opportunities to take your planning to the next level…to get from where you are, to where you want to be.

The Construction Planning Group, a practice within a practice, specializes in financial planning for contractors, and business owners associated with the industry. Your financial planning must take into consideration a more sensitive balance sheet, the need for working capital, multiple levels of tax, your most important employees, banking borrowing and bonding considerations, set-aside program restrictions, and personal guarantees.

Our team provides you with expertise in the following areas:

  • A customized financial plan
  • Income tax reduction strategies
  • Strategies to retain and benefit your most important employees
  • 401(k)/Retirement plan design and management
  • Investment planning and cash management
  • Succession planning
  • Buy-sell agreements
  • Life insurance strategies
  • Estate distribution & probate avoidance
  • Estate tax reduction
  • …and more


We work closely with your advisors, such as CPAs, attorneys, and bonding representatives, if applicable, to coordinate and assure your plans are aligned to reach your long-term goals.

The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your business, the people you care about, and ultimately reach your goals.