Portfolio Pulse: The Money Podcast for Entrepreneurs

Ep. 033 - Business & Personal Planning - All Roads Lead to Exit - Neal Brincefield of Consolidated Planning, Inc.


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Small business really means a lot to so many people, starting with the business owner, and then the rippling out from that first point of ownership to so many other people. Your community relies on your business, too. You provide for them financially, whether it's the employees, the other partners, their families, even customers and vendors that work with the business. All of them have a concern, a stake in your business succeeding.

Small businesses are the bedrock of our society. It's so important to people consider good, holistic financial planning for their business and their personal world. We discuss many aspects of business and personal planning with Neal Brincefield, financial advisor at Consolidated Planning and Special Advisor to The Living Balance Sheet™.

This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group and opinions stated are their own. Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. 2021-130476 Exp 12/23

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Portfolio Pulse: The Money Podcast for EntrepreneursBy Steven Huskey

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