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Bill Kelso Shares Critical Financial Planning Tips for Business Owners with Sedona Red Rock News

Bill Kelso Shares Critical Financial Planning Tips for Business Owners with Sedona Red Rock News

| June 15, 2018

Bill Kelso discussed the importance of financial planning for business owners in a blog post for Sedona Red Rock News.

Bill expressed the importance of having a sound financial strategy for a business, noting that a financial planner can assist with cash planning, tax efficiency planning, planning for business transitions, and more.

Bill is the author of Pinnacle’s Financial View, a blog series that educates the Sedona community about a variety of personal finance topics. He heads Pinnacle Financial Advisors’ Sedona office, specializing in tax and retirement planning and esoteric income portfolio strategies.

Read the full blog post here.