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Business Owner Transition Planning
Small businesses are a major economic force in the United States, comprising about half of the country’s GDP and representing almost 27 million companies. The U.S. Census Bureau reports that family businesses, defined as those in which two or more family members exercise control, represent about...
Kyle Powers Promoted to U.S. Navy Reserve Captain
We are pleased and proud to announce that our own Kyle Powers, CFP®, MBA, AIF, the firm’s Director of 401(k) Advisory Services, was promoted to the rank of Captain in the U.S. Navy Reserve, effective July 1, 2022.