10 Common Mistakes Small Business Owners Should Try To Avoid

Author: Jon Moore 

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Succession Planning Best Practices for Retiring Small-Business Owners

You’ve spent your whole life working hard and building a business you’re proud of. You may want to have a robust retirement strategy that helps you enjoy the fruits of your labor when you’re ready to call it a career—and your business may be one of your most valuable assets.

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Small-Business Tax Deductions Checklist

As a small-business owner who works hard and plays by the rules, you want to pay Uncle Sam everything you owe in taxes—but not a penny more. To that end, you may already take advantage of some tax deductions that may lower your tax obligations by writing off wages, supply costs, rent, and utility expenses, among other things.

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What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment

Some investors who have worked with a financial advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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What It’s Like to Work With a Financial Advisor | EP Wealth Advisors

Shopping for a financial advisor isn’t easy, and some advisors have earned the industry a less-than-stellar reputation. So we understand why, as an investor, you might be wary of salespeople with expensive products to pitch and doubt that the advice given really applies to you. That’s why we structured EP Wealth Advisors as a fee-only firm whose status as a fiduciary means we do not receive financial incentives when recommending investment products, and we are required to put your interest before our own. In addition to explaining these benefits to prospective clients, we wanted to be able to demonstrate them. To do this effectively,  we have created a Financial Health Assessment. It’s a transparent, two-meeting process* geared to inform and educate you on the realities of the markets, financial planning, and establish the foundation for a trusting relationship with an EP Wealth Advisor.

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