Life stage: Business Owner

Shifting from an employee to an employer means a significant risk for you and your family.

Insights with Michael Kahric, a wealth adviser at Elston, our strategic wealth partner.

Learn more about the wealth topics you should focus on when in business.

• Building a plan

• Company structure

• Financial Acumen

• Key Man Insurance

• Business model

• Exit strategy

Key takeaway

• Build a business plan

If you need a sounding board, we're always here to talk and happy to help ensure you are heading in the right direction.

Book a chat

Anthony Mazza

Managing Director

Mazzcorp Partners