You learn a lot in a decade. For you (yes, you!), what Vance Barse learned over roughly a decade of consulting top-ranked private wealth and retail financial advisors may not only pique your interest, but potentially help you keep more of your hard-earned money.
Mr. Barse’s clients were financial advisors nationwide at firms such as Merrill Lynch, UBS, LPL, Ameriprise, etc. Why is this important for you? Because Vance is a wealth of knowledge (pun intended) on the services and strategies financial advisors offer – and, perhaps more importantly, the services and strategies they often don’t offer.
As Vance will tell you, not all financial advisors are the same: who you have serving you can potentially make a big difference, particularly when it comes to planning strategies for business owners like you.
We invited Vance to host a webinar titled “Tax Alleviation and Wealth Preservation Strategies for Business Owners: Planning Starts Well Before the Liquidity Event or Transfer.” I know, boring stuff, but the impact can be exciting.
D. Vance Barse is a registered representative and investment adviser representative with and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services, fixed insurance products, and services offered by Manning Wealth Management are separate and unrelated to Commonwealth. 401 B Street, Suite 2300, San Diego, CA 92101. (619) 237-9977 x309.
Click HERE for presentation