As a small business owner, you may wonder if there's any chance that you'll be able to transition into retirement. You can! You just need an exit strategy. Tax advisor Nathan Burt and investment advisors Jeff Lewis and Marc Livernois talk about some of the things you need to consider.
Questions about your investments or taxes? Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode.
Disclaimer:
To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting:
Compliance Department
Epic Trust Financial Group, LLC
1305 Fowler St.
Suite 1D
Richland, WA, 99352, USA
Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution.
Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic’s judgment on this date and are subject to change without notice.
This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.
