Business Sale

Are you…

Selling or planning to sell an ownership interest in a business?

Looking to collaborate with a team of professionals to help you prudently manage these monies?

Interested in working with a fiduciary and fee-only advisor?

Would you like a guide to help you:

– Seize opportunities, avoid mistakes, and uncover blind spots?

– Craft a financial plan to show you what’s possible?

– Optimize your taxes and give to charitable causes in a more tax-efficient manner?

– Manage this money to grow for your family’s long-term benefit?

– Analyze your options for restricted stock, including 12(b)5-1 plans?

Would you like to work with an advisory firm who:

1

Offers distinctive guidance without the incentives of selling financial products or earning commissions?

2

Provides clear recommendations, simplifies complex issues, spells out options, & eases decision-making?

3

Prioritizes proactive and responsive communication, keeping you informed, educated, & empowered?

Are you ready to learn more?

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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PIttenger & Anderson logo

DOWNLOAD "OUR 5 KEYS TO CHOOSING A FINANCIAL ADVISOR" HERE

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