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Advance Your Wealth – Episode 11 – Three Reasons Life Insurance Should Be Part of Your Wealth Plan

Advance Your Wealth – Episode 11 – Three Reasons Life Insurance Should Be Part of Your Wealth Plan

May 5, 2021 | Asset Protection, Charitable Giving, Estate Planning, Tax Planning, Video

Three Reasons Life Insurance Should Be Part of Your Wealth Plan

Three Reasons Life Insurance Should Be Part of Your Wealth Plan

May 4, 2021 | Article, Asset Protection, Charitable Giving, Estate Planning, Tax Planning

If you’re a business owner, life insurance-based strategies and solutions are a valuable tool if you’re trying to build a sizeable estate and/or to help preserve that estate. As  an  investor  with  significant  assets,  it’s ...
Three Reasons Life Insurance Should Be Part of Your Wealth Plan

The Importance of Business Valuation

Apr 27, 2021 | Article, Asset Protection, Charitable Giving, Estate Planning, Tax Planning, Virtual Family Office

By Homer Smith  The daily decisions that go hand in hand with running your own business can be difficult if you do not have all the correct tools in your kit. Knowing the value of your business is critical to proper business planning as well as working towards your...
Advance Your Wealth – Episode 11 – Business Valuation

Advance Your Wealth – Episode 11 – Business Valuation

Apr 27, 2021 | Asset Protection, Charitable Giving, Estate Planning, Featured, Tax Planning, Video, Virtual Family Office

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Homer Smith & Melissa Cournyer | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000
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Eric Daniel | 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (805) 444-6729

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor. 

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