Enlightened Finance provides investment and insurance advice based on a holistic perspective. Own a business? We can provide business exit planning to maximize your interests and smooth your transition.
Investment Consulting
A second opinion is wise for Investment portfolios that have not materially changed in quite a while as well as concepts newly introduced to you.
Business Exit Planning
Whether you are exiting (selling to 3rd party or internal transfer) now or 10 years from now, planning makes sense. Whether your business is worth $1,000,000 or $50,000,000, planning makes sense.
A second opinion is wise for Insurance portfolios that have not materially changed in quite a while as well as concepts newly introduced to you. Get started with a Complimentary Insurance Portfolio Review.
