Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security
Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.
Moneyman Financial Inc.
Stan Livingston
Financial Advisor
Tel: (250) 752-4712
Email: stan@moneymanfinancial.com
Please contact us for our office address.
The foundation of any financial plan is recognizing that every person, individual or business owner is unique. Stan’s goal is to provide personalized solutions to each of his clients that reflect their needs, their situation and budget, and review these periodically to ensure their plans continue to measure up to their stated goals and objectives for the future.