Our founder, Dustin Alexander, recently joined the Aligned Money Show to discuss one of the most overlooked areas of financial planning, which is planning for business owners. Building a successful business is a significant achievement, but having most of your wealth tied to a single asset creates real risk. Objective financial planning can be difficult for business owners because your identity and your finances are often deeply intertwined. Retaining key employees, creating contingency plans for unexpected events, and diversifying wealth outside the business are critical steps toward long-term security. Sometimes, focusing on doing fewer things — but doing them well — leads to better outcomes both in business and in your financial plan.
Dustin Alexander Interviewed for the Aligned Money Show
*The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. This report may not be reproduced, distributed, or published by any person for any purpose without IFP’s express prior written consent.
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