The main focus on this presentation is to educate business owners on the different opportunities available to them for financial planning. I’ll explain why financial planning is useful for a business, and how owners can capitalize on unique perks available to them. Then, I’ll walk through the chalenges that owners run into while trying to plan thanks to all the things they must balance while running a business. Finally, I’ll outline a few different types of businesses in their development stages, and use real-world examples that highlight how different planning elements can be used.
Business owners have many opportunities to improve their financial situation.
Businesses at every level need to look at financial planning.
There are a lot of professionals helping owners achieve success in their business, and a financial planner is there to help the owner make sense of it all
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Drawn to Renaissance by the firm’s team-centric approach, Ben leverages the unique resources within the firm to deliver dedicated service to a diverse range of clients, from families to growing businesses and their workforce. A graduate of the University of Nebraska-Lincoln with a degree in Computer Science, Ben has earned his Series 7 and Series 66 registrations, as well as Life and Health Insurance licenses. His technical background, combined with his financial expertise, allows him to provide a unique level of service to the individuals and businesses he collaborates with.
A native of Lincoln, Nebraska, Ben continues to reside in his hometown with his wife, Claire, and their two children, Nellie and Francis. When he’s not in the office or spending time with his family, Ben enjoys playing golf, engaging in outdoor activities, and reading about history.