Bruce Ward, Financial Advisor – Cutter & Co., Unique Financial Planning with a Focus on Helping Business Owners

YOU DON'T KNOW WHAT YOU DON'T KNOW

We engage in conversations with successful business owners to learn the little things that made the journey of building their companies special. Then we discuss how they plan to hand off their business to the next generation of leadership.

This episode is with special guest Bruce Ward, CFP, CHFC, CLU, RICP, Financial Advisor with Cutter & Company.

As a Coast Guard officer and trained navigator, Bruce learned three guiding principles:

Where are we?

Where are we going?

How do we get there?

Bruce continues to apply these principles as a financial advisor. First, he begins with a comprehensive review so he can clearly understand your current situation. Next, you’ll discuss where you envision your situation next year, in five years, and beyond to determine realistic financial objectives. Finally, you’ll work together to create a customized strategic plan that will be implemented and will be “course corrected” along the way to help you reach your financial objectives.

Creating a financial strategy that is unique to your goals is an exciting process that, when complete, provides comfort and satisfaction knowing you’re working toward a future for you, your family, and your business. Bruce is there every step of this fulfilling, lifelong journey providing information, tools, support, clarification, and advice to help keep you on course and in command of your financial future.

Bruce’s clients include:

· Business owners who want to maximize the value of their business and then successfully exit that business.

· People who need a comprehensive retirement-income strategy to help ensure retirement will work for them.

· Families wanting a tax-efficient investment portfolio to avoid paying taxes, under current tax law, on the growth of their money.

Bruce’s clients value his flexibility, personalized approach, and the choices he provides to help them feel in charge of their money and less stressed about retirement.

You can contact Bruce at:

Phone: [phone]

Mobile: [phone]

Email: [email protected]

Website: https://www.cutterco.com

LinkedIn: www.linkedin.com/in/brucedward

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If you would like to be a guest on the You Don’t Know What You Don’t Know™ Podcast, or know someone who would make a great guest, let us know at: https://innovativeba.com/contact/

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About Steven Denny: Steven Denny co-founded Innovative Business Advisors in 2018 and serves as a Managing Member of the firm. Steve has been actively engaged in M/A activities in a wide variety of industries for the last 14 years and has developed specific products to assist clients in growing their profitability and enterprise value. His specialty is working with established private companies in the lower middle market with annual revenues from $1 – 50 million.

For support, business inquiries, or if you have a question or comment about buying or selling a business, getting a business valuation, or growing your business with classes or coaching please visit: https://innovativeba.com/contact/