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Anthony Penree

Financial Advisor

 

ABC Company

45 Prospect Ave, Albany, NY 12206

 

Phone:  518-870-1081

 

Email: apenree@ltmclientmarketing.com

Website: ltmclientmarketing.com

September/October 2022

Financial Planning and Your Business

As you know, managing a successful business requires that you focus on all things financial. That’s because the bottom line dictates almost everything you can or can’t do to move your business to the next level.


But creating a solid financial plan takes time, something that may be in short supply for many business owners. That’s why working with a professional planner can help.


Why Use a Professional to Plan?
Having someone you trust to take over your company’s finances will allow you to focus on growing your business. A professional planner will know the latest trends that affect how your business is run and help you find ways to cut costs that you may not have considered. Arguably, the most important task a planner can undertake is working with you to create a strong financial plan that will move the business forward.

A financial plan should also include personal tax and retirement planning and options for managing risk. Your financial and tax professionals can be a valuable resource.


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ABC Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative. * Securities offered through ABC Company, Member SIPC, 45 Prospect Ave, Albany, NY 12206.

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