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Business Solutions
While it does come with many unique challenges, owning a small business can be a rewarding experience—both personally and financially. As a business owner, you pour every ounce of energy into growing your business while also providing for your family. Being laser-focused on the business, however, makes it easy to forget how to properly plan for the future. That’s where we come in.
Working with business owners for over 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:
- Investment Management
- Insurance & Risk Management
- Retirement Plan Design
- Diversifying Assets
- Estate Planning
- Tax Planning
- Retirement Planning
- Charitable Planning
- Succession/Exit Planning
• Business Owner Lead Contact •
Urmas Lupkin
Vice President of Sales & Marketing
Working with business owners for nearly 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:
- Investment Management
- Insurance & Risk Management
- Retirement Plan Design
- Diversifying Assets
- Estate Planning
- Tax Planning
- Retirement Planning
- Charitable Planning
- Succession/Exit Planning
• Business Owner Lead Contact •
Urmas Lupkin
Vice President of Sales & Marketing
Working with business owners for nearly 50 years, we understand these nuances. We also realize your business and personal finances are intertwined. That’s why we believe a sound financial plan needs to take both into consideration. We will work with you to explore the following issues:
- Investment Management
- Insurance & Risk Management
- Retirement Plan Design
- Diversifying Assets
- Estate Planning
- Tax Planning
- Retirement Planning
- Charitable Planning
- Succession/Exit Planning
• Business Owner Lead Contact •
Urmas Lupkin
Vice President of Sales & Marketing
Taking the lead, your Sgroi Financial Advisor will coordinate your planning by working with your other advisors including your accountant, attorney and if necessary, a business broker or valuation specialist. We believe that a team approach will yield the best outcome and allow you to put your focus back into your business while still having peace of mind that you and your family are protected.
Taking the lead, your Sgroi Lawley Advisor will coordinate your planning by working with your other advisors including your accountant, attorney and if necessary, a business broker or valuation specialist. We believe that a team approach will yield the best outcome and allow you to put your focus back into your business.Â
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