Will Your Plan Work in the Good and Tough Times of Life?
Financial planning is not just designed for the good times. Your plan MUST be able to survive the TOUGH time as well. Have you ever tested your plan against the “8 Risks” that threaten our ability to generate wealth?
RANDY'S PERSONAL MISSION
To help you Assess Your Values before we Value Your Assets. To protect your ability to earn income while accumulating wealth in the most tax-efficient ways available. To help you answer the question;
“If money weren’t an issue, what would you do for someone else?”
Most people see investing as Gambling. However, it should be a "philosophy" of how to turn acorns into Oak trees. It won't happen overnight but if you take care of it, it WILL Grow over Time!!
10 Ways to Protect Assets!
As a business owner, you work hard to start and grow your business. With proper advance planning, everyone can protect some or most of their assets, making it difficult for creditors and outsiders to reach them.
The value of family is more than just a bunch of zeros and commas on a balance sheet. Money comes and goes but the time you spend together is irreplaceable!
Is your wealth allowing you to SPEND more Time with your most valuable Assets, your family?
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Financial Strategies for Business Owners
As a Business Owner, you are responsible for the well-being of your family as well as the families of your employees. My question for you is: “Who is responsible for the well-being of the business owner?”
You have a unique way of thinking that sets you apart from the pack. To help overcome the challenges that business owners face daily, I have compiled a list of strategies and tips that can help you level the playing field when it comes to successfully running your business.
I hope this benefits you and those you care about!
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This website is intended for general use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
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2023-149940 Exp 01/25