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.

Psychic reasons:

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

Practical reasons

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