The ultimate financial question in retirement is “Do I have enough?” We will look at this question from many angles so you understand exactly where you are. OpenCircle Wealth Partners will help you discuss long-term care, wealth transfer, asset management, and other financial challenges that become more relevant as retirement approaches and begins. We can also help families with college planning, caring for elderly parents, and other family matters.
OpenCircle Wealth Partners will help you understand the realities of your situation and how to act in the best interest of yourself and your family. These decisions often involve legal, tax and investment issues. We will work with other trusted advisors so that all decisions are made with a complete understanding of options and their consequences.
Financially speaking, you may fear running out of money and how to make good financial decisions for the future. We will help you understand where you are financially and make decisions that protect and capitalize your resources going forward. No matter how thorough your preparations may have been we know you will have questions and we will be ready to discuss them whenever you need.
OpenCircle Wealth Partners provides the financial analysis and counsel you need to protect your financial interests throughout and after the sale. Valuing the business is crucial for the sale, but is only one of many elements involved.