Personal Financial Transition – A Free Assessment

Personal Financial Transition – A Free Assessment

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Knowing both your current and possible future financial standing is of paramount importance.

At Chinook, we realize that selling your business can be one of the largest financial decisions you can make. While we also recognize that in almost every case entrepreneurs have trusted advisors in the investment/succession and retirement planning space, sometimes peace of mind requires a second opinion.

We would be happy to sit down and review your current investment portfolio and retirement/financial plan and provide a second opinion. Our experience and background equip us to suggest changes or identify questions for your advisors or to begin helping you through the process of building these essential plans if you haven’t already done so.