Business Progression Planning is a process designed to assist the established business owner(s) during a period of growth and expansion. It is possible that this may be the owner’s first experience with creating a Financial Plan. At this expansion stage, risk mitigation (both personal as well as professional) becomes immeasurably important to protect the business, the owners and their families.
Ken Steele, CLU, CH.F.C
Insurance and Financial Advisor
Suite 230, 1210 – 8 Street SW