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.