Category: Finance

Christina Lael discusses how she helps entrepreneurs reduce their taxes while growing their businesses. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-the-correct-way-to-set-up-business-entity-for-maximum-tax-savings/ When it comes to taxes, there are many things that entrepreneurs need to keep in mind. However, they can save themselves a lot of money in the long run by […]

Todd explained, “When it comes to retirement planning, a family office can provide a wealth of support and resources. From helping to develop a personalized financial plan to coordinating with other professionals, a family office can be valuable in ensuring a comfortable retirement. We understand that retirement planning is an important part of overall financial […]

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or […]

Todd explained, “One of the biggest financial decisions you will make in your lifetime is how to plan for retirement. There are many factors to consider, including when to retire, how much money you will need to support yourself, and how to generate income during retirement. Another important factor is taxes.”  Listen to the interview […]

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center/ When planning for retirement, there are a few key things to remember. Here are the top tips: – Start saving early: The sooner one starts saving […]

Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –  https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement/ Rodriguez says, “We have extensive experience and knowledge in the products we offer and the expertise to use those products to provide […]

Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Discusses His Approach to helping clients with Financial Planning and Wealth Management. Complete Spectrum Financial Services takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients. During […]