As much as you feel you are in control of your business operations or your family’s month-to-month budget, your retirement, estate and business succession plan might not be as clear as you would like them to be. How do you protect against the 5 D’s — Death, Disability, Divorce, Departure, and Disqualification — of Buy/Sell planning?
That’s where we can help.
The financial advisors at Liberty Financial Strategies, Wes Carr, Andy Sedora, Jeff Emrich, Paul Broomell and Clinton Simmons are passionate about helping you discover what truly matters in your financial life. You may find it beneficial to discuss with us your concerns and objectives and help you plan for the next stages of your business and personal life.