Business Owner

Chuck built his business from the ground up.  He pinched pennies for years to keep the lights on, but as the business turned the corner, he found that he did not have time to take care of his personal financial house. 

George and Tina started with a small family business.  As their kids grew up, only one of the three took an interest in joining the family business.  They are concerned with how to transition their wealth to their children.  They want things to be split evenly but also don’t want to hamper the growth of the business.