Financial Advisor | Navigating Wealth With Precision and Purpose | Simplifying Financial Planning and Asset Management for a Positive Future | President of Merrill DC Chapter Women's Exchange
This Friday at 12pm, I'm discussing wealth planning strategies for business owners with the FyreSavvy Group. Shanel Evans I hope to see you there!
Let CPR Wealth Management guide you through business transitions with tax-smart strategies and peace of mind. #BusinessTransition #TaxEfficiency 🏢💼 #CPRWealthManagement
Save the dates for our upcoming Certified Wealth Planning Advisor program from March 4-6! Additional event details are available at https://lnkd.in/eqX_9jqZ #Advisors #WealthManagement #BusinessOwner #FamilyBusiness #EstatePlanning #Strategy #ExitPlanning
Cambridge Trust offers customized wealth management plans for you, your family and your business. Learn more about he ways we can help: https://lnkd.in/dhYSQUx #WhatDoesItMeanWednesday
Let CPR Wealth Management guide you through business transitions with tax-smart strategies and peace of mind. #BusinessTransition #TaxEfficiency 🏢💼 #CPRWealthManagement
Corporate Executives have many moving pieces to their financial puzzle. Planning around your compensation can get tricky – especially when it relates to equity compensation, income taxes and asset preservation. Estate planning can become a challenge – especially as your family, income and net worth grow. Further, portfolio management can be cumbersome – especially when planning around a concentrated position of your company-owned stock. Founded Wealth Planning specializes in helping navigate these challenges by developing a plan for the busy schedules and unique challenges faced by corporate leaders. Let us help you create a plan.
Certified Financial Planner® at Desjardins Financial Security Investments Inc.
You’ve reached milestones together. So, what’s next? Before making any big moves, perhaps it’s a good idea to meet with an independent advisor to ensure your wealth management strategy aligns with your plans. I can help you with that. Contact me today to reach your combined full potential.
Advice is not about investments & planning ‘it’s about being purveyors of experience & wisdom’ - Brett Brodeski, Savant Wealth Management’ #VBPClientCon2023 #AmplifyYourGrowth #practicemanagement #financialadvice Elixir Consulting | Business Coaches Sue Viskovic
Business transitions can be a challenging terrain. Our extensive guide on Exit Planning offers insights and strategies to ensure a smooth transition, considering both business sustainability and personal financial goals. Explore more here. #exitplanning
9 Year-End Planning Tips from a Wealth Planner 2024 is just around the corner! What do wealth planners do to prepare for a strong start to the New Year? Find out in our latest blog. https://lnkd.in/dKFzA8d2
Marketing & Social Media Consultant | Speaker | Chamber Ambassador | The BOW Collective 💚 | I work with organizations to attract & enroll more clients | Love travel, family-time and coffee
2wWe're looking forward to an amazing chat!