You put it all on the line. You started small and it took time, blood, and sweat to build your own business. Now you’re to the point where you want to make sure that your personal investment pays off with security for you and your family.
You have invested heavily in the business. You know that putting all of your eggs in a single basket is risky. But it is more risky to hand over your hard earned dollars to an advisor that seems more interested in selling you a product than in helping you protect your future. Diversifying is the next step, but the question is how. What if there were a way you could guarantee that your advisor is legally bound to work in your best interests?
Your Unique Situation
Your advisor needs to begin by understanding that your situation is different. The business is part of you and needs to be the center of your financial plan. You need help and support in making sure that the right mechanisms are in place to protect your business under any eventuality. 1. More importantly, you need to protect your family under any eventuality. And you need an advisor that is legally bound to put your interests first and leave the sales pitch behind. It’s about protecting what you worked so hard to build while giving you the freedom to enjoy the fruits of your labor.
You need an advisor who knows more than just the stock market. An advisor that has dealt with the complexities of running a business, an advisor that has made tough business decisions, an advisor that has successfully risked his own hard earned dollars, an advisor that has run his own business, an advisor that has already diversified in a manner to protect his own family.
We’ve been down the path that you’re about to travel. We know it’s tough to reach out for help. We would welcome the opportunity to sit down with you and see how we can build a future together.
Interested in Finding Out More?
We’d love to have the opportunity to hear about your situation. Send us an e-mail or give us a call to find out more about next steps