Business Wealth Insurers

my story at the age of 50 i was a business owner and the ceo of a medium-sized, successful company. as many middle-aged entrepreneurs do, i began asking around about retirement planning, business succession, estate creation … all the big questions that entrepreneurs face sooner or later. i quickly came to the conclusion that the small businessman was not well served by the financial industry. at that time, i didn’t have a pension, i wasn’t rich enough to attract the private wealth banks and the big banks were useless. and sure, there were lots of “advisors” selling products but who could guide me through the planning process, integrate my business, secure my future and do it in a tax-efficient way? fortunately, i was a ca and building plans was always a strength. after much research and a lot of work i was able to develop a plan that secured the future for myself and my family and saved a lot in current and future taxes. when i retired from corporate life, i decided to help o