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2810 Fieldstream Drive North
Wilson, NC 27896
Phone: 252-237-4357
Fax: 252-243-2681
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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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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