Financial Planning for Business Owners

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Making the decision to control your own destiny isn’t an easy one. With this responsibility comes obstacles and sometimes insecurity.  Difficult choices must be made on a daily basis. Rest assured, as your partner, we will make sure your financial plan is on track so you can focus your time and effort on your most valued asset. Our comprehensive financial plans for business owners will identify gaps in your existing strategy and implement a plan to keep you on track. We understand the complexity of owning a business. We’re patient, flexible and committed to designing financial plans unique to your needs.

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The Advent Difference

We understand the value of each dollar and what it means to your business.  Our financial plans always have your business in mind.  While most advisors try to sell an insurance policy or “invest” all of your money,  we look at minimizing taxes, maximizing savings, retaining employees and cutting costs.  We will coordinate your protection tools and create investment strategies that are liquid so when real estate or business opportunities come up, you’re in a position to capitalize.  We track the value of your business, real estate holdings, investments, savings, retirement plans and tangible assets so you can have a clear and total picture of “YOU”. All of our tools are available 24/7 online, through mobile apps or bound reports delivered to your doorstep.

Getting started is simply a click away.  Set up a complimentary financial consultation today.  We would love the opportunity to learn about your business.

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