Steven Huskey, CFP®, CExP™'s Linkedin Analytics

As a seasoned financial advisor and certified exit planner (CExP), I am proud to own and operate in two esteemed businesses that cater to distinct yet interconnected clienteles. At Huskey Financial, a premier consulting and wealth management firm, we specialize in serving business owners/entrepreneurs. Similarly, at Bluewater Dental Advisors, we specialize in tailored financial guidance to dental practice owners. Both firms are renowned in crafting tailored strategies for income protection, tax optimization, investment management, retirement planning, retention planning, and more. Through these services, we aim to empower our clients to navigate the complexities of financial planning with confidence and foresight. My work is rooted in my mission to educate, advise, and assist fellow business owners and clients in making informed and confident financial decisions with the future in mind. When I am not educating one-on-one, or speaking with large groups, I host Portfolio Pulse, a financial education podcast that covers a diverse range of topics, with a focus on equipping entrepreneurs with the insights they need to help secure their financial legacies with clarity and purpose. Subscribe to my newsletter for even more monthly educational resources and opportunities! This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. /COMPLIANCE:2024-4643/