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Ellerbrock-Norris Wealth Strategies takes a holistic, financial planning approach with every client. Proper financial planning means more than a risk tolerance questionnaire. It means that we engage with you on a deeper level by truly understanding your life goals through our unique F.O.C.U.S. Process.
As we discuss business exit planning, we’re looking at the essential steps to safeguard your legacy – the financial gains from the sale, tax implications, the continuity of the business itself, and your future retirement aspirations.
Read MoreJanuary is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies.
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