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Business Owners

Business Owners

Small-business owners and entrepreneurs are highly motivated people. They are driven to make their companies successful. They are always on the go, and they try to seize every opportunity. But that single-minded focus can take a toll on other aspects of life, including managing one’s personal finances.

Andre can relate- as a small business owner himself, Andre knows that trying to track both your personal and business finances is overwhelming and can interrupt your focus during the day.

Andre has the resources to help keep everything organized and to develop a plan that is a tailor fit to your own business.

His services include:

  • Asset allocation and investment management
  • Retirement plan design
  • Risk Management
  • Estate Planning
  • Cash Flow Management
  • Succession Planning
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