OUR LATEST INSIGHTS

Throughout my journey serving the financial needs of our community, I have been privileged to support many business owners and executives in their journeys toward financial freedom. These experiences and the Certified Exit Planning Advisor® (CEPA®) designation have taught me much about the complexities of creating, maintaining, and enhancing value within a company. Today, I'm going to share with you some of the steps to unlocking and enhancing the value of your business, and to helping you plan for the future when you're no longer in the driver's seat.

Working with a Certified Financial Planner® (CFP®) can offer numerous benefits, especially when it comes to managing your personal finances and planning for the future. Here are some of the key advantages of working with a CFP® professional.

As the leader of Century Management, I have spent over three decades helping businesses, executives, and families navigate the intricacies of wealth. Among these challenges is the necessity of assessing cash balance for firms, particularly those with a small, concentrated team of 40 people or less. In this article, I want to share with you an alternative approach to planning for your future, which could provide substantial tax benefits and enhance your company's overall financial health: the Cash Balance Plan.

As a proud steward of financial guidance at Century Management, I have dedicated my career to helping individuals and businesses navigate the challenging waters of wealth management. Today, I want to take you on a journey that is somewhat unique - one that takes the concept of freedom and examines it from two vastly different yet intimately connected perspectives: the independence embodied by July 4th, or Independence Day, and the autonomy achieved through financial independence.

With a lifelong education and passion for financial services, I've devoted my career to helping high-income-earning business owners, executives, and families navigate the complex world of wealth. One lesson that I have learned throughout my years in the industry is that maximizing the value of a business is not a solo endeavor. Indeed, it takes more than a financial advisor to truly unlock a company's potential. Diverse experts in various fields are needed to ensure a comprehensive, well-rounded approach to business growth and sustainability.

Your investment time horizon is one of the most critical considerations for your total retirement preparation, yet it's also one of the most overlooked. Here are some key points to consider when planning for your investment time horizon.