Perhaps you have heard the statistic that 50 percent of new small businesses fail within the first two years of operation. The Small Business Association (SBA) states that the figure is only 30 percent. However, it does jump to 50 percent by five years and nearly two-thirds of small businesses close within 10 years. If…
Taking a Comprehensive Approach to Your Financial Life
Our philosophy of business is simple, we focus on building long term relationships with our clients to implement a holistic approach to wealth management.
We define wealth management as a formula:
WM = IC + AP + RM