When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference. • Insurance & Retirement Planning. Owning a business can feel really overwhelming at times. You wear a lot of hats at every stage of growth just to keep things going. Focusing on day-to-day operations can be great for short term growth but can hurt the long-term goals for you personally and for your business. Whether you started a business to keep it in the family, you’re building a business to provide for your family, or your goal is to grow it and sell it…at some point, you will exit, and the business will transfer ownership. You need to be ready for this, no matter how far off it may be. Wouldn’t it be great to have an exit strategy that maximizes the value of your business, and secures your financial future at the same time? At Tulsa Wealth Advisors | Raymond James, we would love the opportunity to become a trusted partner in helping you build the right team to ensure that three key elements are present for your successful exit strategy. Let’s connect!
Edward Jones - Melissa Goodman-Nissley, AAMS Financial Advisor
When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today to see how personal service can make a difference.
First Harvest Insurance - Ronnie Lutz Agency
• Insurance & Retirement Planning.
• Planning for the future while protecting what you have today!
• Planning for the future while protecting what you have today!
Tulsa Wealth Advisors | Raymond James
Owning a business can feel really overwhelming at times. You wear a lot of hats at every stage of growth just to keep things going. Focusing on day-to-day operations can be great for short term growth but can hurt the long-term goals for you personally and for your business. Whether you started a business to keep it in the family, you’re building a business to provide for your family, or your goal is to grow it and sell it…at some point, you will exit, and the business will transfer ownership. You need to be ready for this, no matter how far off it may be. Wouldn’t it be great to have an exit strategy that maximizes the value of your business, and secures your financial future at the same time? At Tulsa Wealth Advisors | Raymond James, we would love the opportunity to become a trusted partner in helping you build the right team to ensure that three key elements are present for your successful exit strategy. Let’s connect!
