Financial Services - Seattle, Washington, United States
Business owners can easily become Frustrated and Confused when it comes to managing their business wealth. The problem is the Complexity - working with multiple advisors on multiple planning issues without a process or proper coordination.You shouldn't feel vulnerable when it comes to protecting your most important asset. Our proprietary Business Value Protection Planning system helps you understand the value of your business and how to protect it.Our Pledge to you:We will help you understand the value of your business, identify what's at risk and provide a process that aligns your advisors working together on your vision of how your business wealth will benefit you, your family, your employees and your community. We will eliminate complexity, confusion, frustration, and vulnerability from the process and leave you with written and properly funded plans. We help you avoid significant loss from unexpected events like death, disability, divorce, loss of partner or key employee.
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