Okay, so you started your own professional practice. Congratulations and welcome to the joys (and challenges) of business ownership. I should know, I’m an owner of a financial planning practice myself.
Speaking of challenges, we need to talk about taxes. At least some basics.
Musings on investments - Q4 2020
Happy New Year!
This was certainly a year we are happy to see in the rear-view mirror. While there is still a bit of work to do, we’re hopeful for the future.
Cultivant team &
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products sold separately from and independently of Cultivant LLC or CS Planning Corp.
206.486.8700 ext. 703