Financial well being, business well being, personal well being.
To a greater degree than you might first realize, the three categories above are very interrelated
Mess up your business, you mess up your finances. Mess up your finances, you mess up your natural flow of life. Mess up your personal life seriously enough, your business and financial life will not escape unscathed. The complexity of today’s business, financial and economic environment can pose many challenging problems that can have a lasting impact in every area of your life. Without the proper understanding of the terms and the rules of the game, one is put at effect to a greater or lesser degree.
We have all heard of the disasters of investing in the wrong things at the wrong time. Costly legal battles. Missed opportunities. Risks that didn’t pay off. All of these capable of devastating family, friends, and relationships.
My close friend and colleague, Brandon Marion and I have been witness to or involved with at some point, most of the major market movements, whether good or bad.
This includes but is not limited to:
There is just nothing simple anymore about today’s financial world. You need to know what you are doing or suffer the consequences. It’s almost impossible to know it all and see it all at the same time.
How can you safely navigate such complexity? How much should I save? How much insurance do I need? Is my accountant really the best person for the job? Could I have done better on my taxes? Do I need an estate plan? (What is that anyway?!) Are there any safe investments? I don’t understand my financial statements. Is my bank safe? I keep working hard but the business never expands! I have a personal problem I can’t resolve. Whatever!
Look, most working professionals and artists are highly skilled and trained in their specific field. That is what they do best. When you are starting out in your chosen field, whether you are a new doctor opening a practice or an up-and-coming artist just making some headway, to be distracted and burdened with the administrative mechanics of legal, financial and economic issues can easily dampen one’s enthusiasm for the game. What are the priorities? What’s vital and what isn’t? Who do you believe?
Brandon and I can help you sort out just about anything. What we don’t know, we surely know where the answers are. Since we don’t get commissions from insurance brokers, banks, brokers or fund managers, we can remain fully objective and come up with the best solutions for our clients.
Our fee-based Advisory Services are tailor-made to confront and handle your exact financial and business issues. Call for a free consultation. We’ll tell you if we can help or not.
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