Fiduciary & Fee-Only Financial Advisors and Planners
Contact: 614-441-9605 / email@example.com
Small businesses are the life-blood of the American economy. They embody the hard work ethic and the entrepreneurial spirit that has transformed our great country. As a small business owner himself, Phil understands the specific needs of his small business clients and can help you optimize the hard work you’ve put into your business with strategic planning.
Small business clients are some of my favorite clients. What can I say? I’m a small business owner myself and I respect those that challenge the world and make it on their own.
I truly believe that small businesses are the lifeblood of the American economy and not just a tag line that political parties like to throw around. It embodies the hard work ethic and entrepreneurialism that has made our country great. I’m proud to serve in a role that facilitates those hard workers to develop, grow, and protect their wealth and financial dreams.
Small business owners have more needs than many of my other clients because of three main considerations.
Small business owners work hard to create tremendous value in our society but fail sometimes to effectively optimize what they created and carry it forward past their own lives.
Let us help you optimize your business with great planning so that you can realize the full fruits of your labor.