business owners Archives - The Art of Financial Planning

Build a Company You Can Leave On Your Own Terms

December 9, 2025December 9, 2025 Jared Friedman CFP®Financial Planning

Most owners pour everything into building their companies—but few invest the same energy into getting out. That’s a problem. An exit isn’t a single event; it’s a multi-year strategy that affects your wealth, your team, your legacy, and your lifestyle. […]

Voluntary Benefits – Fill in the Gaps!

August 9, 2017 Jared Friedman CFP®Financial Planning

Many successful businesses are increasing the use of voluntary benefit plans to assist employees in obtaining additional benefits on a group basis, at generally lower costs. The employer generally offers these plans at a discount, in addition to “core” benefit […]