Family Business Owners & Female Entrepreneurs

At Golden Legacy Wealth Management, we’ve been working closely with business owners for many years to help you craft intelligent and holistic financial plans. Our team works to implement strategies that weave together both your personal and business affairs so that you are able to confidently preserve your hard-earned wealth.

As a family business owner, your personal finances can sometimes be closely connected to your business finances. That is why it is so crucial to have a plan that unifies these two financial worlds.

Our team works with you and your family to build a cohesive, tax-efficient approach to your finances as a family business owner or female entrepreneur. From diversification to tax planning, wealth preservation, succession, and exit planning we will help you to manage your investments while minimizing possible financial threats or risks.

Osaic Wealth, Inc Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Family Business Owners & Female Entrepreneurs

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