Is your business serving you or are you serving your business?
It’s said that business ownership should be about increasing freedom, not curtailing it. All too often, a business can be more burdensome than freeing.
As Financial Advisors who provide Independent advice, we are small business owners ourselves along with serving many of our small business clients. We know the challenge a small business owner has in revenue generation, managing cash flow, hiring, taxation, structuring etc. because we experience them too.
We have a very broad view of our business clients’ financial goals and assets because we gather and track all aspects of our clients personal and business goals and finances. This allows us to see solutions or just a perspective few may have.
Our first objective is to ensure our business owner clients free themselves of aspects of the business binding them and preventing pursuit of personal and business goals. It could be lack of support, complex finances, (the worrying of) inadequate cash flow, insurance coverages, short and long term investment savings etc. We’ll then help our clients address each of these areas and include monitoring to return control.
A business must serve its owner – but you need to create the environment and team to make that happen. Having us as part of your team can help you build that environment.