Broker Check

A Face for Radio

| February 23, 2018
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Hey everybody,

Just wanted to post a quick blog post for those who don’t follow me on social media of an interview I did on CEO Money.  I hope you will indulge me for a few minutes to listen to the interview.  

I speak briefly about two important facets of planning for business owners.  First, the importance of funding a buy/sell agreement with life insurance and disability income insurance for business owners and second, the importance of benchmarking/reviewing your corporate retirement plan/401(k) to make sure that it is performing correctly, you are not overpaying fees, the fiduciary liability that the owner of the business has is being offset appropriately and the investment lineup is appropriate for the plan/employees.

If you are a business owner, let’s talk about these things.  You are the backbone of the American Economy and these two important facets of your business are important to have done correctly by an expert in this area.  All too often, they are not done correctly, not reviewed often enough, or not in place at all.


I look forward to hearing from you.  You can reach me at [email protected], 480-824-4102 or at 

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