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Five Reasons Auto Dealers Should Have a Personal Financial Plan - Part 2 Manage Assets

Today we reveal the second reason why developing a comprehensive financial strategy is important to an auto dealer’s long-term financial success.

Manage Assets

After the plan has been developed, the portfolio needs to be managed.  Recognizing that there are a multitude of great online brokerage systems, investing the time to research and monitor investments is often not an option for the busy business owner. An experienced financial planner dedicated to working for you, has the knowledge to manage and track your portfolio and understand the tax impacts of certain investment decisions. 

If you are interested in developing your own financial strategy, please contact Greg Clarke, Partner at (905) 633-6323 or by email at .(JavaScript must be enabled to view this email address).


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