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.


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 Blog

How to Turn Repeat Customers into Subscribers

Republished with permission from Built to Sell Inc. Many people mix up re-occurring and recurring revenue, but one is much more valuable than the other. Re-occurring Revenue Re-occurring revenue comes from customers that have a re-occurring need for whatever you …
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CC&L Q4 2020 Market Outlook and Investment Review

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand …
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4 Reasons Why It’s Better to Own a Big Chunk of a Small Company

Republished with permission from Built to Sell Inc. Is it better to own a big chunk of a small business or a minority stake in a big company? It’s one of the fundamental questions all owners must wrestle with. Owning …
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