Clients have told me that I have an ability to explain complicated financial situations in a concise way that is easy to understand.I have seen too many individuals and business owners put their own financial independence on the backburner, or worse, think their plan is adequate when they may be missing opportunities to be more strategic with their planning.From a business standpoint, have you thought about any of these questions:• Who will take over my business in 5-10years? • What happens to the value of my business if something unforeseen happens to me before I sell my business?• How can I attract, retain and reward my best employees?• How do I know if I am choosing the right employees benefits for my company and myself?From a personal standpoint, have you thought about any of these questions:• Do you have a clear understanding between your planning capital and legacy capital?• Do you fully understand the impact of taxes on the accumulation, and more importantly the distribution of your assets?• Are your financial, tax and legal advisors all on the same page? These are the hard questions I can help you answer. Our world is more integrated and nuanced than ever before. It is my personal mission to help business owners and individuals understand what they didn’t know was possible. Please feel free to contact me directly at (864) 302-8384. For additional information about my specialties, please visit: www.NorthbridgeWealth.comSpecialties: Wealth Management | CFP®, Certified Financial Planner | CLU®, Chartered Life Underwriter | Succession Planning | Executive Benefits | Strategic Financial Planning | Asset Protection | Portfolio Management | Retirement Strategies | Estate Planning Strategies | Risk Management | Insurance Management | Financial Services