Business decisions often reach beyond the business itself. They can shape a family’s finances, retirement goals, and the legacy an owner hopes to leave.
That connection was the focus of “Reverse Engineer Your Business: Essential Planning for Business Owners,” presented by the Charlotte County Veterans Council on October 5 at Charlie Foxtrot Brewing in Port Charlotte, Florida.
Christopher M. Kehoe, CFA®, CEPA®, Wealth Advisor and Director of Investment Research at R.W. Rogé & Company, Inc., was among the featured panelists, representing the wealth management perspective. The free event brought together professionals across estate planning, taxes, Social Security, mortgages, real estate, wealth management, and long-term care for a discussion geared toward veterans, veteran-supporting organizations, and businesses.
The event’s theme offered a useful starting point: consider what you want your business to make possible, then work backward to identify the planning decisions that can help support those goals. For business owners, that means looking at how business interests fit alongside personal finances, family priorities, and future needs.
We appreciate the Charlotte County Veterans Council for bringing these perspectives together and creating an opportunity for education and connection. Supporting those who have served, and the people and organizations working alongside them, helps strengthen our local community.
For tailored, fee-only guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
