Owning a small business has its rewards, but increases the need for financial planning
The last two years showed us the importance and delicacy of small businesses. They are a pillar in the communities they serve, but require constant focus and attention to run smoothly, especially during challenging periods.
Business owners have special challenges when it comes to financial planning – both at the company and personal level. Entrepreneurs often exhibit differentiated risk profiles and highly customized planning needs. Their plans involve additional, complex, variables compared to a more traditional scenario.
As a small business ourselves, we can relate to the specialized care needed when it comes to wealth protection, cash flow analysis, tax strategy, investment management, and the additional stakeholders involved in planning decisions. Our partners at eMoney created a video addressing the needs of small business owners.
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