Nate Putnam CFP

Business Owners & The Changing Buy-Sell Agreement Landscape

Business Owners & The Changing Buy-Sell Agreement Landscape

For business owners, planning for the future transition of their business is crucial. Succession planning isn't just about deciding who will take over when you retire; it’s also about ensuring a smooth transition if something unexpected happens. This is where buy-sell agreements can be beneficial. 

Congratulations on the Newest Member of Your Family

Congratulations on the Newest Member of Your Family

With the addition of a new family member, we are often asked what further steps should be taken, and what should be done to prepare. In the same way you prepare the nursery or child’s room, there are financial considerations worthy of attention.