BUSINESS SUCCESSION PLANNING
For many business owners, your business is the most significant financial asset on the balance sheet. In planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors, can sense something's missing. For clients with the right demographics, we will make the personal introduction to a business partner to explore the difference between a planning process and a decision-making process to gain the wisdom about your desired outcomes.
other transitional wealth planning options
At Clear Direction, we believe that planning is the foundation for any and all subsequent investment recommendations.