Alexander Potter, CFP® A quick guide for business owners on how key person insurance can protect your company if a critical team member becomes unable to work or passes away.
Alexander Potter, CFP® Steering a family business without a succession plan is like navigating without a compass—risky and potentially disastrous. Discover why proactive planning is essential to protect your legacy, reduce conflict, and ensure a smooth leadership transition.
Alexander Potter, CFP® Building a successful business or high-income career takes skill. But when it comes to succession, exit, or retirement planning—“doing your own research” might not be enough.
Alexander Potter, CFP® Business owners and incorporated professionals, you are probably paying too much in taxes. This case study will show you what is possible.