Blog Posts Filed Under Business-Owners

  1. When Your Financial Advisor Isn't Enough: Why Executives and Business Owners Need Specialized Help (Part 4 of 4)

    Beth Stringer

    By Beth Stringer

    Generic financial advice doesn't cut it for executives and business owners. In this final part of our series, learn why specialized expertise in equity compensation and business planning offered by flat-fee financial advisors is essential, and how traditional fee structures can work against your best interests, costing you thousands in taxes and missed opportunities.