To help our clients better understand the mechanics of money and the impact of strategies that can help them fulfill life's wishes and contribute to those they care about. To have an army of client advocates feeling so secure and confident in their financial decision-making that they empower those they care about to do the same. Unlike most financial planners, we at ADL Financial & Insurance Agency fully understand that a business owner's best rate of return will almost always come from within their business.
There they have more access, knowledge, and control than they do with the financial markets. That said, we specialize in engineering strategies that put a strong emphasis on principal protection, tax efficiency, and layers of asset protection while keeping the owner's eventual business exit strategy in mind. The business is the engine that fuels the owner's wealth building.
However, we often find the majority of their wealth is is concentrated inside their business, where most of the risk also resides.
There they have more access, knowledge, and control than they do with the financial markets. That said, we specialize in engineering strategies that put a strong emphasis on principal protection, tax efficiency, and layers of asset protection while keeping the owner's eventual business exit strategy in mind. The business is the engine that fuels the owner's wealth building.
However, we often find the majority of their wealth is is concentrated inside their business, where most of the risk also resides.
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