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Advice, Uncategorized

5 Reasons Auto Dealers Should Have a Personal Financial Plan - Part 1 Secure Your Future

Most auto dealers would agree that personal financial planning is important but too often multiple priorities and the daily pressures of the business distract from developing a comprehensive strategy.

Over the next five weeks, read through why financial planning is important and then see if you are ready to get started.

Secure Your Future

As a proprietor that is not only heavily invested in the business but likely very involved in the day-to-day operations, it makes sense to use an outside, professional financial planner whose expertise is working with owners to understand the complexities of the business structure. The professional would develop a plan based on your current assets, corporate structure, family situation, future financial goals, income needs and taxation considerations. The professional would also incorporate input from all your trusted advisors including your accountant, lawyer and insurance representative.

If you are interested in learning more about financial planning, 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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