Archive for May, 2017

Entrepreneurial Families: Your Personal Board of Directors

Monday, May 8th, 2017

As seen in the Spring 2017 issue of Iconic Concierge Magazine.

Embracing the entrepreneurial spirit, we subscribe to the idea that the path of life is not a straight line, it is unique series of detours. As such, it is important that your financial plan services your unique set of circumstances and delivers the solutions that matter most to you and your family.