SCALT members are encouraged to review the linked articles to advance or establish a financial strategy tailored specifically to trade business owners, courtesy of our business partner, Apollon Wealth Management.
Apollon believes planning is the foundation for success. Because every investor is unique, every portfolio deserves a tailored plan. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. Combined with its commitment to providing the highest level of personal service, Apollon strives to elevate wealth management to a higher standard.
Business Concentration Risk for Contractors
Creditor Protection for Contractors
Getting the Best Use of Each Dollar for Contractors
Key Employee Planning for Contractors
Maximizing Business Value at Exit for Contractors
For more information, contact Wealth Management Advisor William Yex can be reached at 864-316-4619.