how to choose and work with a financial planner you can trust
It’s a responsibility, and a commitment to achieving your lifelong goals.
IRONSHIELD Financial Planning is a fee-based financial planning firm focused on goal-oriented solutions.
Financial planning is essential whether you are a Business Owner or part of an Established Family. At IRONSHIELD our team of financial planners work with you as trusted advisors to develop and implement a plan for your financial success.
Searching for a financial planner is risky without the right knowledge, and it’s one of the most important financial decisions you will make.
In this guide you will learn how to find a qualified financial planner, even if you aren’t an expert.
If you sell something the market sees as interchangeable, your business may be worth less. Acquirers often argue that without a competitive moat, commoditized companies are sitting ducks for a price war. Margins get squeezed. Valuations drop. After completing the …
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Some leaders take pride in leading from the front. They’re in the trenches with their team. They never delegate a task they wouldn’t do themselves. It earns respect, builds morale, and inspires loyalty. But it can also destroy the value …
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When Sean McAuliffe sold his company, he had a lot going for him. His distribution business was generating nearly $19 million in revenue. Margins were healthy. Growth was solid. And yet, when it came time to sell, his company was …
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