Dennis Huergo, CFP®, CEPA®, CLU®, ChFC®

If you're a business owner or high-net-worth individual thinking about your next chapter—whether that’s selling your business, stepping into retirement, or preserving your legacy—I help you plan with purpose, clarity, and confidence.

I specialize in business growth and exit planning, working with clients to align their personal financial goals with the future of their business. My approach is comprehensive: I help you understand and grow the value of your business, identify your “Freedom Point” (the moment you can afford to exit), and build a coordinated strategy that supports your life before, during, and after the transition.

What sets me apart is the team I bring with me. I collaborate with a network of experienced professionals—CPAs, attorneys, valuation experts, and M&A advisors—to ensure you receive integrated, expert advice without the confusion of siloed guidance. Together, we help you optimize value, reduce taxes, and prepare for a smooth, profitable exit.

Whether you're 5 years from a sale or already thinking about life after the business, I help you move forward with a plan that protects what you’ve built and positions you for what’s next.

Let’s connect if you’re ready to start planning your next chapter—with intention and insight.