Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

BusinessAlexander Potter, CFP®
Published on: 17/05/2025

Most business owners rely on accountants—but that’s only half the equation. Learn how pairing a financial planner with your accountant can help you reach your goals faster and more efficiently.

Blogs
You're Not Superman: The Hidden Risk of Putting Off Insurance

You're Not Superman: The Hidden Risk of Putting Off Insurance

You're Not Superman: The Hidden Risk of Putting Off InsuranceAlexander Potter, CFP®
Published on: 02/05/2025

Too many business owners delay getting insured out of fear—only to discover too late that they no longer qualify; this post explains why it’s always better to know where you stand now.

Blogs
Why Key Person Insurance Could Be the Most Important Policy Your Business Ever Buys

Why Key Person Insurance Could Be the Most Important Policy Your Business Ever Buys

Why Key Person Insurance Could Be the Most Important Policy Your Business Ever BuysAlexander Potter, CFP®
Published on: 17/04/2025

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.

Blogs
Legacy Secured: Why Every Family Business Needs a Succession Plan—Now

Legacy Secured: Why Every Family Business Needs a Succession Plan—Now

Legacy Secured: Why Every Family Business Needs a Succession Plan—NowAlexander Potter, CFP®
Published on: 08/04/2025

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.

Blogs