by Patrick Carroll, CFP®, CExP™ | May 24, 2019 | Retirement
We met “Luis” during the meet-and-greet following a chamber of commerce sponsored event for member business owners. My team and I had been part of an expert panel talking about preparing a business for sale, but that wasn’t what was on Luis’ mind. After introducing...
by Patrick Carroll, CFP®, CExP™ | May 23, 2019 | Retirement
In our last article, we met “Luis,” a fictional business owner who asked us a very common question: How do I create a financially secure life for myself (and my family) after I leave my company in Baltimore? In a very personal way, he was asking a broader question:...
by Todd Feldman, CFP®, CExP™ | May 3, 2019 | About Us, Lifestyle Protector Process
The Lifestyle Protector Process™ Small Business Financial Planning in DC, Maryland and Virginia You are a successful business owner, so it is clear that you know how to generate income. One day you run into your long-time buddy. The two of you started your businesses...
