7344 SW 48 Street, Suite 301
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
Miami, FL 33155
(305) 665-2130 (office)
(305) 665-3504 (fax)
Info@siegelplanners.com
My business: Do I keep it or sell it?
- How do my personal financial strategies integrate with my business financial plans?
- When it is time, do I know how to prepare to successfully sell my business? Or do I know how to "age in place" with it?
- What perks/tax advantages do I lose if I transition out of my own business?
- If time and money were no object, what would I do differently?
- Can and will my current financial advisor provide computer projections of my future income, expenses, life expectancy, taxes, and inflation? What would this cost?
- How do I know if my current financial planning professional is meeting my needs?
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At Ellen R. Siegel & Associates we not only ask the technical questions, we also ask the holistic ones, such as:
What is my probable and almost certain future, if nothing changes from the current situation? Do I like what I see?
What will give my life meaning and time structure if I am not running my own business?
FOR YOUR COMPLIMENTARY 30 MINUTE PHONE CONSULTATION TO DISCUSS YOUR SITUATION, CALL ELLEN AT (305) 665-2130 or EMAIL info@siegelplanners.com
There is no obligation and all calls are confidential
