In today’s podcast we spoke with Neal Albritton. Neal is the owner and lead advisor for Albritton Financial Services that specializes in wealth planning for ultra-high net worth business owners and their families. They operate as a virtual family office so they can cater to a very select group of businesses all over the country in their exit planning and beyond. At Albritton the VFO Model that they follow brings all the advisors into the meeting at once to brainstorm in front of the client. Other times they will meet without the client and then present their ideas that come from their meeting to save their client time. They are all about creating an experience that is both comforting and professional.

Albritton Financial Services typically works with business owners that have a revenue of one to fifty million dollars. And often times because they deal so much with the leadership team during the transition, they find themselves also advising members of that team and key professionals within the business.

Key Takeaways:

“I was not always a process person. I’ve always been more of an experience person, and I want to make sure there’s a great experience for whether it’s the client or the professional that I am working with.”- Neal Albritton

“It is the best experience I’ve ever had, seriously.”-Tabetha Sheaver

Contact Information: · Website: www.albrittonfs.com/why-us/ · Email: [email protected] · Scheduling: https://calendly.com/albrittonfsneal/learnmorecall