Financial Advisors

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The Platinum Years helps Baby Boomers successfully answer two questions: "Who am I?" and "What do I want to do with the next stage of my life?" Through proven, proprietary programs based on 25+ years of research and experience, clients take a cognitive approach to planning and embracing the inevitable transition to The Platinum Years^SM–the best 10-20-30 years after leaving a career or selling a business.

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But how is she qualified to run my business? – selling a business April 8, 2024
“How quickly can I retire, after you sell my company?”, she asked March 14, 2024
If you want to sell your business, fix your financials first February 12, 2024

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