A Client Journey for Families and Family Business Owners Introduction At Clear Advice, we are a third-generation family business helping other business families. Our clients areentrepreneurs, family-owned enterprises, and closely held companies who face one of life’s most difficultcrossroads: These are not just financial decisions; they are emotional, relational, and behavioral challenges. Legacy,identity, fairness, and […]
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The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and it advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors
