Financial Planning For Business Owners Is Simply Different
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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…
I’m going to highlight the single biggest problem business owners face when it comes to their retirement plan, and how the sellability score report can pave the road to solving that problem.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
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ITEMS MENTIONED IN THIS EPISODE
- The Business Sellability Audit™ and your Sellability Score©
- MindMeister
- Wealth Protection Plan
- The KAIZEN Financial Planning Process™
- Consumer Awareness Guide: HOW TO CHOOSE AND WORK WITH A FINANCIAL PLANNER YOU CAN TRUST!
- Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
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- Connect with us on Twitter (@IRONSHIELDCFP)
