Dakin Business Group, co-sponsoring with Cole Financial Services and Kanaly Trust, recently held a seminar focused on the business owner’s business investment as a piece of their entire portfolio…looking for balance. At the beginning of the seminar, we asked the participants to identify why someone wants to own their own business.
Satisfaction of building and owning your own: Love it and have fun! Be part of the community: Freedom & flexibility: Be your own boss: Live your passion: Fill a need: Have a job: Help people: Live the American Dream: Control quality and people and tasks: Showcase talent: Relationships & Collaboration: To do at retirement age: Challenge
Make it to keep for the future: Fill a need: Have a job: Provide a legacy: American Dream: Tax benefits: Wealth building
If you want to learn more about balancing your portfolio as you are fulfilling these business, contact
Jennifer J. Cole, MBA, CFA, Cole Financial Services 505-286-7915
Deborah Trouw, CFP, Waddell and Reed 505- 986-0125