Are you looking for a Fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) specializing in financial planning for professionals and small business owners?
If you’ve talked to other financial advisors you may have found that they want you to pull as much money out of your business as possible and invest it with them.
That’s usually not the best planning advice for a business owner.
Your business has a huge impact on your personal finances and your ability to achieve goals. Your personal financial situation can also impact your business. Both your personal and business situations need to be integrated to maximize the success of each together!
“I’ve worked with Brad several times and also invested in one of his businesses. He has the unique ability to take an idea, refine it, build a team and company around it, and scale the growth for an exit. He is very well rounded as his technical abilities are as sound as his sales and marketing ability.” – Stephen Forte, Managing Partner, Fresco Capital
Since your business is likely the primary source of your income – and also your largest investment – it needs to be a key part of your financial planning.
Let’s talk about how I operate differently from every other advisor you’ve spoken to and see if it makes sense for us to work together. Just send me an email and we can arrange a time to talk.