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Thursday, November 30, 2017

Make Your Estate Plan Before You Retire

Why is estate planning an important part of planning for my retirement?

As you approach your retirement years, you will likely be inundated by financial planning.  Retirement planning involves putting in place the investments and health insurance you will need to maintain your financialwellbeing during retirement.  Estate planning, on the other hand, involves having a plan in place that will help your heirs to retain as much as your assets as possible upon your death. While the two concepts are different, they are also interrelated.


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Friday, June 5, 2015

Financing and Growing Your Small Business Through Crowdfunding

Social media have revolutionized much of modern life, including business finance. With crowdfunding, you can raise small amounts of capital from many different sources, while retaining control over your business venture. Crowdfunding for business ventures is not without its risks, and shouldn't be undertaken without legal advice.


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| Phone: 727-493-2900
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| Phone: 813-228-6800
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| Phone: 727-892-6050

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