Five Things Business Owners Need to Know About Finances, Investments and Retirement in 2021

LIVE TODAY AT 3 PM PT (6 PM ET)

I asked my long-time friend, David Lopez, to share a few tips with my community because frankly, this is one area where I see business owners drop the ball. Our conversation will focus on finances and is designed to help you make smart decisions with money management and financial planning. Why is this important? Because doing so allows you to minimize taxes, maximizes profits, and help you put more money aside for growth, your family, fun and retirement.

David is a skilled and experienced financial advisor. He’s going to share more than 25 years of expertise and we’re going to chat about five things you should focus on in 2021 to move forward towards obtaining financial security and in some cases, independence.

Here’s a bit more about David:

David S. Lopez graduated from the United States Naval Academy in 1989 and became a Submarine Officer; he then qualified as a Nuclear Engineer Officer. He served for 7 years and was 3 times awarded the Navy Achievement Medal and also awarded the Navy Commendation Medal. In 1996 he was honorably discharged from the Navy and he began his career as a Financial Advisor.

How many Nuclear Submarine Engineer Officers have you met in your lifetime? Pretty cool right!

Between now and showtime, you can connect with David at South Orange County Financial Planning or call 949.542-3316

Author: Mitch Jackson

I'm a California trial lawyer trying to fix the world one client, cause, and social media interaction at a time.

Please share your thoughts!

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: