ACE Wealth Partners has a niche market of entrepreneurs. As you might expect, business owners have a different mindset when it comes to financial planning. There are many different and changing variables at play when working with entrepreneurs as opposed to an executive in big corporate America. Flexibility is critical and understanding the end game of each entrepreneur’s business is crucial. Unfortunately, many business owners fail to plan to provide liquidity and an alternative plan to selling their business. The following is the most recent article published in ColoradoBiz Magazine written by our president, Kevin McNab.
There’s a business market where two philosophies clash: the old school thinking of the financial planning industry and the dynamic thinking of entrepreneurs. While financial planners will present a philosophy of saving money over time, entrepreneurs want to put their capital and time back into their business…READ MORE!