Are you a successful business owner and frustrated by all the conflicting advice you received? How do you know you’re getting all the best information when it comes to your taxes, finances, and risk management? The truth is too many financial professionals are siloed in their approach. Your wealth advisor may give you a piece of advice only to have your CPA tell you it’s a bad idea. Your insurance advisor may suggest something that your wealth advisor thinks is a poor use of money. Think of your financial life as a book. Each advisor has a different chapter of that book. That means that you have to spend your time putting the story together only to find out in the end it may not be the happily ever after you were looking for in the first place. More business owners are asking why is so much money going out the door to taxes and insurance when large corporations make billions and it keeps so much of it. In the end, you’re left wondering, “Who should I trust? What should I do? When should I do it? How should I do it?”
When most business owners have an issue that keeps them awake at night, they don’t want to wake up the next morning and have to call 12 different people with the same question, because they know they’ll probably get 12 different answers. And after all that, they still have to put all the information together and try to figure out what to do. That’s why at GLASS Insurance, we work as part of a team based model that provides holistic planning by bringing together specialists in each area of your finances. Our team is made up of leading experts in over 25 different areas of taxes, insurance, law, and wealth management. Things like asset protection, premium financing, cost segregation, business financing, buy-sell agreements, business exit planning, estate planning strategies and the list goes on and on.
Our clients make one call to us at the team based model, and we take it from there. Our entire team of experts collaborate to bring our business owners not only the best answers for them, but also the reasons why. This gives our clients the confidence they need to make the right decisions and the clarity they need to take action. So if this sounds interesting to you, take the next steps now. We look forward to your personal consultation and we’ll talk to you soon.
Call Glass Insurance Agency in Livermore CA at (925) 443-1050
