Small-Business Owners

Becoming a successful entrepreneur has always defined the American dream. Overcoming obstacles and lack of capital to build a business and create an organizationthat is able to provide for your family as well as for your employee's is the great challenge. As a successful business owner, we understand that your business presents challenges on a daily basis that will require dedication and focus that many other individuals are not able to sustain. But, it is the same dedication and focus to your business that can often distract you from realizing fully the different financial strategies that are available to you by integrating your personal and business planning. This is why many entrepeneurs turn to Verducci Asset Management for planning strategies.We primarily focus all of our planning around your business, which is your largest asset, and then we develop several strategies that are available for the business which are beneficial to helping the owner work towards achieving their personal financial goals. We develop and provide comprehensive planning for business owners, with our typical client being the owner of a privately held corporation. These small to mid-sized businesses may not realize it yet, but they have access to various different tax-breaks and financial strategies that are primarily reserved for larger corporations.Our Procedure is to discuss several ideas to the owners so that they can look at things from different perspectives which can help to understand what options are available to them. We then discuss it with them again before strategizing and implementing the best plans for your personal situation. Our first priority for our business owner client is to help them gain a sense of control over their individual financial situation, which is separate from their business assets. The business is, of course, a large component of the net worth and finances of every business owner. We also want to help secure a sense of comfort for every business owner that their family is being planned for with the same care and attention to detail as their business receives.Thank you,John C. Verducci 111