Do you have an “estate plan” or “will” for your business? Your biggest personal asset may be your business. Are you applying your business acumen to keep your family wealth intact?
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Mr. Bob Robbins
I have been an engineer, entrepreneur, CEO, wealth manager, Life Insurance Agent and a Portfolio Manager. Although I am a life member of the IEEE (Institute of Electrical and Electronic Engineers), you're more likely to find me helping my clients planning for wealth accumulation, wealth distribution, and wealth protection. Many businesses owners use my services to fund buy sell agreements and business transition funding.