For my business owner clients, I often look into the construction of a retirement plan for their company that can also help them build their own retirement.
In Asset TV’s MasterClass Series, I was interviewed about the trends in the industry, and we go way into the weeds. Needless to say, I geek out about it and share my observations on the industry and how it can affect clients.
If you’re a small business owner and want to know more about small business financial planning, retirement planning and company retirement plans, please feel free to reach out to me anytime.
