Alexander Potter, CFP® 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.
Alexander Potter, CFP® 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.
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.