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Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?

Election Proof Your Estate: Protect What Matters Most

In a world where laws and tax policies are constantly changing, the security of your family’s future can feel uncertain. But with the right plan in place, the legacy you've built will continue to support and inspire the generations that follow.

De-Risking Retirement

As you approach retirement, the stakes are higher than ever. The shift from accumulating wealth to preserving and utilizing it requires a carefully crafted strategy that balances growth with stability.

Physician Financial Defense

From the threat of malpractice lawsuits to the intricacies of managing high income and taxes, physicians face a range of risks that can jeopardize both their professional and personal financial well-being.

Life Insurance for Asset Protection and Early Retirement

Find out how life insurance can enhance your financial strategy because it offers wealth accumulation and tax-free income.

Can Your Business Thrive Without You?

A Buy/Sell Agreement, also known as a buyout agreement, acts as a sort of "pre-nuptial agreement" for businesses. It lays out a road map for ownership and financial issues, ensuring that the business continues smoothly without disruptions, and provides a clear protocol for various significant events.

Insure Your Exit: Are Your Assets Covered?

A critical component often overlooked in exit planning is insurance. Insurance plays a pivotal role from risk mitigation to asset protection, ensuring that your exit from the business does not jeopardize what you have built over the years. It prompts the important question: Are you covered?

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2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

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© 2024. FINLEY DAVIS FINANCIAL GROUP. ALL RIGHTS RESERVED. SITE DESIGN.SECURITIES OFFERED THROUGH LION STREET FINANCIAL, LLC (LSF), MEMBER FINRA, SIPC. INVESTMENT ADVISORY PRODUCTS AND SERVICES OFFERED THROUGH LION STREET ADVISORS, LLC (LSA), AN INVESTMENT ADVISOR REGISTERED WITH THE SEC. LION STREET FINANCIAL, LLC AND LION STREET ADVISORS,LLC DO NOT PROVIDE TAX OR LEGAL ADVICE, AND ARE NOT AFFILIATED WITH FINLEY DAVIS FINANCIAL GROUP INC. REPRESENTATIVES MAY TRANSACT BUSINESS, WHICH INCLUDES OFFERING PRODUCTS AND SERVICES AND/OR RESPONDING TO INQUIRIES, ONLY INSTATE(S) IN WHICH THEY ARE PROPERLY REGISTERED AND/OR LICENSED.
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