How a Financial Advisor Can Help Business Owners
As a CPA/PFS, MBA, and business owner himself, Todd Frank is uniquely qualified to advise business owners of any size of business.
A financial advisor who is also a CPA with extensive private sector work experience is in a great position to understand the internal operations and financial statements of any business. As such, he can advise you on matters such as the best way to set up an employee retirement plan, cash flow planning (business or personal), estate planning related to the business, and with special retirement planning issues for business owners.
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