Planning Perspectives, December 2008
Welcome to Planning Perspectives, the monthly Newsletter of KylesHill Financial Planning.
You may have noticed messages from me coming from a different email address over the past few months, and perhaps wondered about the change. KylesHill is a Fee-Only financial planning firm specifically created to help grow, harvest and protect the wealth of business owners.
For those of you that know me from Beanstalk, it is still very much alive and well. I continue to enjoy working with a number of clients doing CFO work, but we saw an underserved market for comprehensive, personal financial planning among business owners. Our background working with business owners to maximize the value of the business entity puts us in a unique position to help these individuals with a more comprehensive personal financial plan (risk management, education funding ownership transfer, succession planning, retirement, tax strategy, etc) as well as the financial management of the business.
KylesHill was formed earlier this year to address this market. I will continue to work with Beanstalk clients --currently out of the same office, on the business side of things, but can now address longer term personal goals and strategies for the owners themselves, as well as their families. Beanstalk does the business side, KylesHill handles the personal side. We work closely to provide a more comprehensive, holistic approach for the business owner and their family.
Feel free to visit our website for more information and please feel free to offer feedback on the newsletter or request articles on a specific planning issue in subsequent newsletters.
John
Return to News Home
You may have noticed messages from me coming from a different email address over the past few months, and perhaps wondered about the change. KylesHill is a Fee-Only financial planning firm specifically created to help grow, harvest and protect the wealth of business owners.
For those of you that know me from Beanstalk, it is still very much alive and well. I continue to enjoy working with a number of clients doing CFO work, but we saw an underserved market for comprehensive, personal financial planning among business owners. Our background working with business owners to maximize the value of the business entity puts us in a unique position to help these individuals with a more comprehensive personal financial plan (risk management, education funding ownership transfer, succession planning, retirement, tax strategy, etc) as well as the financial management of the business.
KylesHill was formed earlier this year to address this market. I will continue to work with Beanstalk clients --currently out of the same office, on the business side of things, but can now address longer term personal goals and strategies for the owners themselves, as well as their families. Beanstalk does the business side, KylesHill handles the personal side. We work closely to provide a more comprehensive, holistic approach for the business owner and their family.
Feel free to visit our website for more information and please feel free to offer feedback on the newsletter or request articles on a specific planning issue in subsequent newsletters.
John
Return to News Home