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Exit Planning Articles by Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA
Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA Managing Partner and CEO, Legacy Planning Partners
Jan Graybill specializes in helping business owners and professionals transition to their next stage in life via financial planning. Since starting his career in 1980, Jan has helped countless business owners and successful professionals plan for and achieve their financial goals. Jan believes that today’s complex world of financial services and financial advice takes someone with experience and wisdom to turn information into execution. Since founding Legacy Planning Partners in 1999, he has built a team of financial advisors who specialize in income planning, tax planning, estate, and investment planning.
Recent Articles posted by Jan Graybill
| Recent Articles posted by Jan Graybill |
Will You Be Ready? Will you be ready when it is time to leave your company? A business owner needs to have a basic business strategy to monitor company financials regularly. Several owners consider this a strategy to prepare for exiting their businesses. However, monitoring company financials is like looking in the rearview mirror. What if you could incorporate a business strategy that looks forward and leads to accelerating profitability and increases business value? In addition, this strategy helps lead to less stress, more free time, and ultimately helps take control of a business exit? The Active Strategy The Business Strategy is called Exit Planning. John H. Brown, author ... Read more Avoiding Financial Anxiety Everyone has financial anxiety to some extent. Whether you have a little money or a lot of money does not make a difference. However, when it comes to asking for help, many people avoid seeking financial advice until necessary. As financial decisions become more complicated, it is far easier to make a mistake. Today more and more people procrastinate on making financial decisions. Procrastination to make financial decisions can ultimately lead to anxiety, delay, or indifference. In this article, I provide three keys to seek out and accept financial advice from a professional advisor. If you recognize the need for help, whether you ... Read more |