Entries by Jeff Gilbert
Top 3 Financial Concerns Women Business Owners Face
By Jeff Gilbert In 2021, surveys show that 31% of all small businesses or franchises in the U.S. are owned by women. (1) This number has increased by 4% since 2020, which is inspiring given the pandemic and economic turmoil the majority of business owners have faced over the last year. Although most business owners […]
How Does An Independent Financial Advisor Benefit You?
As a holistic financial management firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that works for each individual and their families. We can offer great guidance based on our clients’ needs and dreams because we are independent advisors and our priority is doing what is […]
