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Designing, building and protecting a plans requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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GOLD MEDAL SERVICES

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Month: November 2021

Special Planning For Small Business Owners

Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r).  He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon). Estate planning for business owners is especially important, but also a delicate endeavor. Business owners… Continue reading Special Planning For Small Business Owners