Attorney

Financial Advisor

CPA

InsuranceSpecialist

Business

Owner

Sobering StatisticsSobering Statistics

3 out of every 103 out of every 10 workers between the workers between the ages of 25-65 will experience an illness ages of 25-65 will experience an illness that will keep them out of work for 3 that will keep them out of work for 3 months or longermonths or longer

More than More than ½ ½ of business owners of business owners surveyed surveyed did not have a willdid not have a will. By not . By not making a will, those who do not have one making a will, those who do not have one are putting their are putting their families and families and businessesbusinesses at risk at risk..

Role of your Financial Advisor

• Point of Contact and Resource

• Experienced Advisor/Team Member

• Provider

• Risk Manager

• Quarterback

Business Growth or Sustainability may be your #1 immediate Business Growth or Sustainability may be your #1 immediate concernconcern

We help you IdentifyWe help you Identify

Business and Personal Wealth Protection Hurdles and StrategiesBusiness and Personal Wealth Protection Hurdles and Strategies

Desired Lifestyle GoalsDesired Lifestyle Goals

Present and Future Income Needs, Strategies and SourcesPresent and Future Income Needs, Strategies and Sources

We help you manageWe help you manage

Your Investments and Financial Plan for Both Business and Your Investments and Financial Plan for Both Business and Personal NeedsPersonal Needs

RiskRisk

As your Financial and Investment Quarterback

Business Protection

Income Protection

Retirement Plan/s

Wealth Transfer

Succession Planning

Recommended Next StepsRecommended Next Steps Recognize the importance of networking Recognize the importance of networking

with business peers like your fellow with business peers like your fellow business owners who are here tonight and business owners who are here tonight and part of the NTMApart of the NTMA

Work with legal, accounting, financial and Work with legal, accounting, financial and insurance professionals to draft a insurance professionals to draft a comprehensive risk/benefit plan that comprehensive risk/benefit plan that aligns with your needs, goals, and both aligns with your needs, goals, and both business and personal financial timelines business and personal financial timelines

Review your current benefit offerings and Review your current benefit offerings and make sure they also align with your goals, make sure they also align with your goals, provide for yourself, your key employees provide for yourself, your key employees and your overall business prioritiesand your overall business priorities

Avoid allowing your short-term necessities Avoid allowing your short-term necessities in keeping you from the development of a in keeping you from the development of a longer term protection and benefit plan!longer term protection and benefit plan!

Your Families, Your Employees and Your Families, Your Employees and Your Your FutureFuture may all be counting on you!!! may all be counting on you!!!

Attorney

Financial Advisor

CPA

InsuranceSpecialist

Business

Owner