Opposites Attract: Entrepreneurs and Financial Planning

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!

Kevin McNab

This article is written by Kevin J. McNab. Kevin is President of ACE Wealth Partners, LLC and is a CFP®, ChFC®, and CRPC®. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The views expressed in this blog post are as of the date of the posting, and are subject to change based on market and other conditions. This blog contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Please note that nothing in this blog post should be construed as an offer to sell or the solicitation of an offer to purchase an interest in any security or separate account. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by ACE Wealth Partners, LLC unless a client service agreement is in place. If you have any questions regarding this Blog Post, please Contact Us. Please read our website DISCLOSURE carefully for additional information.