4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068


Phone: 770-971-9141


Email: ifp@incompassfp.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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Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through Incompass Financial Partners, LLC. Incompass Financial Partners, LLC. is not affiliated with Triad Advisors, LLC.
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