
Financial Planning: Cautious Optimism Leads to New Heights
Market volatility is inevitable, but history shows patience and a long-term strategy often reward investors.
Author: Brandon Jordan, CFP®, CHFC®, CEPA®, CVGA®, CLU®, MSA, EA | CEO of Impact Advisors Group
Should a business owner consider engaging a personal CFO? After all, 90% of their wealth is often tied up in their business. What value would having a personal CFO be?
IAG believes that business owners would improve the odds of financial success (personal & business) by actively engaging in personal financial planning, with a personal CFO, for 10 key reasons:
1. Personal Financial Security & Stability
2. Tax Optimization
3. Cash Flow Management
4. Separation of Personal and Business Finances
5. Succession and Estate Planning
6. Wealth Building
7. Stress Reduction
8. Better Decision Making
9. Attracting Investment or Financing
10.Work-Life Balance
This will benefit your business. It will benefit your employees. It will benefit your family. It will benefit YOU!
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