September Networking Luncheon | “Why do Business Owners and Businesses need a Financial Advisor?” with Kevin Barrett.
September 11 @ 11:30 am - 1:00 pm
As an entrepreneur, you have countless responsibilities including: managing cash flow, sales & productivity, communicating with partners, contractors & employees, paying taxes, keeping up with innovation, growing your business, and many more. Stacking these responsibilities on top of managing your finances is a difficult endeavor to undertake alone. A comprehensive financial plan crafted by an advisor can help you coordinate the financial and tax planning within your personal and business lives to ensure the health and stability of each. There is a myriad of factors to consider when searching for a financial advisor, but the value they can provide to you and your business can be extremely beneficial. Let’s discuss the specifics of how an advisor can help entrepreneurs and how to find the right advisor for you. A few questions we will answer:
• What types of allocations and investment strategies will enable your money to work for you and your business’ unique goals?
• How can you set these goals and periodically assess whether you are on track to reach them?
• How do you minimize taxes along the way?
Please bring your questions and let’s discuss some solutions to the financial obstacles we all face as business owners!
Kevin Barrett, CPA, CFP
A native of South Africa, Kevin moved to the United States at age nineteen to attend the University of San Diego where he graduated magna cum laude with a Bachelor of Arts in Accounting. Upon graduation he accepted a job with Deloitte & Touche where he practiced for four years and became Certified Public Accountant (CPA). In 1999 Kevin left Deloitte & Touche to start his own business as a wealth manager, and in 2004 he achieved the additional designation of Certified Financial Planner (CFP®).
Heading an independent wealth management firm in the Del Mar area for 18 years, Kevin has focused on meeting the needs of high net worth individuals and their families. Kevin was President of the San Diego division of the Financial Planning Association, and served on the board of directors for four years. He has received recognition as a Five Star Wealth Manager for the past several consecutive years, and he maintains an active CPA designation.
Alfonso's Amazing Buffet Menu:
Chips & Salsa
All are welcome!