I am a CERTIFIED FINANCIAL PLANNER™ professional who helps business owners navigate the three pillars of small business risk management. Pillar 1| Protecting the business from the death of a key executive employee(Key Person Planning.) Pillar 2| Retaining, Rewarding, Recruiting top talent(Executive Bonus 162, Split Dollar, Supplemental Executive Retirement Plan(SERP)). Pillar 3| Efficiently transferring the business interest (Buy/Sell Planning). * Certified in small business planning | licensed AR Insurance Agent #1508687. I am a Certified Divorce Financial Analyst® Our firm offers Wealth Management services designed to help our clients work toward the goal of getting from pt. A to pt B in the most survivable way. Our mantras. Mantra 1| Quote, Mr. Ben Granham, (the dean of Wall Street), "The True Essence of Wealth Management is the Management of Risks, Not Returns. Mantra 2| Our fact-based strategy is based on Supply/Demand Trends. When the risk is too high to be invested in equities, we take action. And move assets into fixed income and/or cash. Mantra 3| We always choose simple and cost-effective solutions to solve our client's challenges. Arkansas Life & Health Insurance license #59846. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (SIPC.ORG). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states which I am registered to do business, please visit www.planforcomfort.com