I thought it wise to share with you what a financial planner actually does, because in my experience most people either have misconceptions or just don't know.
I like to think of financial planning as the process where the client and financial planner get together to initially discuss the ... Views: 1280
As a financial planner there is one thing I consider to be the most important starting point for anyone wishing to plan for their future. It sounds exciting, but I’m afraid it’s not. It’s actually pretty boring, and tedious; which is perhaps why so few people actually do ... Views: 1136
...preserves the value of your business in the event of the death, disablement or critical illness of a key person.
How?
By understanding the adverse financial consequences for the continuing principals and their families.
Business continuation and succession planning is not optional; it ... Views: 1126