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FREE CONSUMER AWARENESS GUIDE!

how to choose and work with a financial planner you can trust

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Financial Planning for your future is MORE THAN JUST A GOOD IDEA…

It’s a responsibility, and a commitment to achieving your lifelong goals.

IRONSHIELD Financial Planning is a fee-based financial planning firm focused on goal-oriented solutions.

Financial planning is essential whether you are a Business Owner or part of an Established Family. At IRONSHIELD our team of financial planners work with you as trusted advisors to develop and implement a plan for your financial success.

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How to choose and work with a financial planner you can trust

Searching for a financial planner is risky without the right knowledge, and it’s one of the most important financial decisions you will make.

In this guide you will learn how to find a qualified financial planner, even if you aren’t an expert.

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The Biggest Mistake Owners Make When Selling

Republished with permission from Built to Sell Inc. One of the biggest mistake owners make in selling their company is being lured into a proprietary deal. The Definition Of A Proprietary Deal Acquirers land a proprietary deal (or “prop deal”) …
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Which Is Better, a Financial Buyer or a Strategic Buyer?

Republished with permission from Built to Sell Inc. If you decide to sell your business to an outside acquirer, you’re going to have to decide between a financial and a strategic buyer—understanding the different motivations of these two buyers can …
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