What you need to know, now. 

Our B.O.S.S. Series podcast campaign is going to discuss Succession Planning, Buy / Sale or operating agreement, Small Business Defined Benefit / Cash Balance, Non-qualified Deferred Compensation, and Employee Stock Option Purchase plan, better known as an ESOP, with each topic having it's own podcast!

While an investment advisor can be helpful in any situation, hiring one is typically more important when you are nearing retirement or have complex issues and questions to sort out.