Ariel Serber 's Linkedin Analytics

When it comes to our financial lives, more than ever, businesses and people need support and objective strategic advice that get us where we need to go. We are either in control of our finances or it controls us. This is especially true for business owners and startup founders. This is the challenge I help clients overcome. Professionals and business owners that fail to plan, plan to fail - and plans with clearly written and measurable goals are more likely to succeed. Businesses need a plan for growth, success, and, exit or succession. Professionals need a plan of action to make sure they never run out of money, to manage risks and to create their legacy. If you'd like to speak or learn more, let's connect. Email: [email protected] Cell: 516.318.0994 calendly.com/serber Services for businesses: Business succession plans Key-person protection plans Executive benefit plans Employee benefit plans Capital Raising Services for individuals: Legacy & estate plans Asset & wealth management plans Retirement income plans Philanthropic plans Insurance Planning