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CLIENTS
Business Owners
Frisco, TX
2611 Internet Boulevard
Suite 110
Frisco, TX 75034
Phone: (214)423-4200
Fax: (214)423-4211
(click here for map)
Atlanta, GA
Five Concourse Parkway
Suite 2275
Atlanta, GA 30328
Phone: (770)391-4555
Fax: (770)391-9811
(click here for map)
Princeton, NJ
33 Witherspoon St.
Princeton, NJ 08542
Phone: (888)391-4563
(click here for map)
Business Owners
As the owner of a business, you have special needs.  Not only do you need to plan for the future of your family, the maintenance and growth of your business and its employees are key to your preferred financial future and legacy.  We can help.  You’ve built a business through hard work and diligence.  Let us help you get the most out of it.
 
  • CONTINGENCY PLANNING – Buy/Sell, etc.
  • GENERATION PLANNING- Leveraging the generation-skipping tax exemption
  • DETERMINATION OF INSURANCE NEEDS NOW AND IN THE FUTURE
  • EXIT STRATEGY DEVELOPMENT
  • CHARITABLE GIVING
  • GIFTING- through the use of entity, to children
  • ESTATE PLANNING
  • RETIREMENT PLANNING OPTIONS
  • WEALTH PRESERVATION PLANNING
 
Copyright 2012 Botsford Financial
All Rights Reserved
Securities offered through DeWaay Financial
Network, LLC, Member FINRA/SIPC. Advisory services offered through DeWaay Advisory, LLC, a Registered Investment Advisor and Biltmore Capital Advisors, A Registered Investment Advisor. The Botsford Group and Biltmore Capital Advisors are not affiliated with
DeWaay Financial Network, LLC.
DeWaay Financial Network is not associated with 900lbs Creative