Andrew Henry joined the ProfitSense podcast, hosted by Bill McDermott, to discuss how we integrate business and personal financial plans for owners, advise on retirement plans and shed light on exit strategies. For Andrew’s comments, scroll to the 21:30 mark on the podcast to understand more about how we add value for our clients.
If you or someone you know has a question around holistic financial planning, where we evaluate the entire balance sheet, we’re happy to take a call or setup a meeting.
Matt and Andrew
P.S. For any of clients looking for commercial interior design – Sharon has some great insights during the first 20 minutes of the podcast.