Managing your family business starts with a financial plan

Managing your family business starts with a financial plan

Trying to accomplish your citrus business planning goals without a financial plan is like trying to navigate without a map: you may arrive late or even miss your destination. By providing an integrated view of your family and family business’ personal and financial goals, a plan can help you see where your business stands today, and provide ideas on how to pursue the future you and your family envision.

By working with an experienced and dedicated financial advisor team, you and your family will be able to focus on the agricultural side of your business, while this new “partner” can manage the financial side that can benefit you and your family for years to come. The financial advisor team truly understands the financial end of your business and works with you to implement numerous strategies with you, including analyzing your net worth and expenses, establishing and uncovering new funds and keeping your important documents updated to help protect your assets.

CREDITS

column by CONLEY THORNHILL

BIO: Conley works with high net worth individuals as well as institutional clients by delivering highly customized wealth management solutions. In addition, in 2010 and 2011 he was selected as one of the Barron’s Top 1,000 Advisor’s. Conley Thornhill is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst® designation.

This column is sponsored by The Thornhill Wealth Management Group. Contact us today to learn more about our team and how we can partner with you. G. Conley Thornhill, CFP®, CIMA®, the Senior Vice President-Wealth Management, or Eric E. Johnson, CFP®, CIMA®, Account Vice President, can be reached at (863) 298-3600 or toll free at (888) 411-5049. Email Conley at conley.thornhill@ubs.com or Eric at eric.e.johnson@ubs.com.

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