Entrepreneurial exits can represent the great harvest of your lifes work while the business sales process can be an emotional roller coaster it can also be an exciting time in the lifecycle of your business having the right professional assistance through this difficult process is critical to maximizing the value of the . One estate planning strategy that families with closely held businesses could consider is the family limited partnership a 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability investing maximizing your insurance benefits. The harvest group believes that financial planning isnt a one time event but an evolving process that reflects changes over your life just as your personal goals and finances change so should your financial planning. Dedicated to maximizing your time and financial freedom so that you can live your life on purpose our philosophy financial freedom gives you the time and freedom to grow and impact the world bcm and the greater harvest llc are independent of each other . Life health disability and long term care insurance whether your goal is preparing for retirement college savings or estate strategy our personalized service focuses on your needs wants and financial goals and objectives investment advice offered through harvest financial planning llc a registered investment advisor and
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