Business owner clients put a great deal of faith and trust in their Financial Planners, Wealth Managers, and Accounting Professionals. Clients who own their own businesses rely on us to keep them up to date on events that may have in impact on the financial health of their businesses. Often times taking a holistic approach when working with business owners is best to address their needs.

Many financial, investment, and accounting professionals have recognized the need to work with their business owner clients on succession planning. However, they have not been able to because they lacked a process and simplified workflow needed when working on these cases. This has led to an ever-widening gap between the client’s needs and the service they are receiving

Whether you have one employee or many, being a business owner is hard work and no matter how hard you try there always seems to be a growing list of tasks that need your attention. I both sympathize and empathize with you.

For me personally, I started Castle Wealth Advisors, LLC because I felt there were many individuals, families, and businesses who were underserved by the investing and financial planning industry. I wanted to provide an ethical and approachable financial planning and investment management service to individuals, families, and business owners who were concerned with their financial futures or just had a few questions, regardless of age, sex, race, or net worth. That was very important to me and it still is today.

The paths that leads business owners to start their own companies will vary greatly from business owner to business owner. Sure, we started our companies because we felt there was something we could add to our industries that would be new, make a difference, or help people. However, there is one common theme among us. We all need help along the way to ensure we have made informed decisions with regard to our companies.

Given today’s environment of low interest rates and the increasing volatility in equity markets, many investment portfolios are at risk and for those who own their own businesses the stakes can be even higher. This has caused many business owners to re-think their strategies and goals, both personally and from a comprehensive business perspective.

If you own your own business here are a few areas to consider:

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Concerns Business Owner’s Should Revisit – Don’t Forget A Business Review

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