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Planning Your Business PDF Print E-mail

We help you build a solid portfolio to pursue your short and long-term investment objectives based on the ever-changing market conditions.

Make Sure the Value of Your Business Meets Your Goals:

  • What’s your exit strategy?
  • Is there enough money for your lifestyle, children’s future, and charitable objectives?
  • What are the assets associated with the company value and liquidity events?

The answers to these questions will help us determine your investment strategy.

 


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3293 Fruitville Road, Suite 108 | Sarasota, FL 34237-6453 | Phone: 941.366.3551 | Toll-free: 800.553.3385


Advisory and Insurance Services offered by Couture Financial, Inc., which is registered in Florida, California, and Texas, and will extend registrations to additional states as needed. However, all services may not be available in all states. Securities Services offered through Calton & Associates, Inc. Member FINRA and SIPC. OSJ 14497 N Dale Mabry Highway, Tampa FL 33618-2047. 813.264.0440. Couture Financial, Inc. and Calton & Associates, Inc. are separate entities. The Couture Financial, Inc. website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Couture website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of Couture Financial, please contact the U.S. Securities and Exchange Commission. Couture Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Couture Financial’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. For additional disclosures, please review Important Disclosure Information.

Wealth Management Sarasota - Couture Financial Advisors - Planning Your Business