Succession/Exit/Transition Planning, Executive Benefits and Welath Management
I work with business owners of small to medium size companies to find success in their operations. Success may mean more leisure time away from the business, more income to enjoy the leisure time or increase value of the business for succession. I believe that financial advisors cannot help business owners achieve their financial goals if you don't understand what it means to be a business owner. As a "Financial Architect", my objective is to find the right solutions for the issues keeping the business owners awake at 2 O'clock in the morning staring at the ceiling.
I have been providing these services for the past 20 years. Prior to my experience in the Financial Services field, I have had a successful career in sales, marketing and sales management in Fortune 1000 companies
Specialties:Exit Planning, Executive Benefits, Retirement and Wealth Management
Keywords: Sale of a business
Transition to next generation or key employee(s)
Estate planning
Recruit,Reward & Retain Execuitves
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