Personal Financial Planning and Business Planning… A Winning Combination

Feb 11, 2013

The Business: Opportunity or Unjustified Risk

Picture this. You walk into your personal financial planner’s office and tell him that you have decided to move all of your cash into a business and then you proceed to share the following details with him ... read more

Category: Financial Planning

Joan M. Ridley, CBA, CEPA, CFP™

Joan RidleyPresident of Business Wealth Solutions, a business consulting firm.

"We have identified numerous opportunities to protect and maximize corporate wealth both now and in preparation for ownership transition. In this economy, human and intangible capital are major corporate assets. Absent proper planning, business owners could leave dollars on the table, and face the risk of actually losing their unprotected assets and hard-earned wealth."

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