Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Thursday Sep 10, 2020
Thursday Sep 10, 2020
Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.
Here are questions we focused on today:
Why do you specialize in these types of clients?
What does the process look like when working with business owners?
Why are you fee only and why is that important to clients?
Special offers:
Download our ebook on our website
Listen to our podcast at retirementplanplaybook
Schedule a complimentary phone call on our website