As a businessowner/professional practitioner, you wear three hats:

You're a businessowner concerned with protecting cash flow, guaranteeing your asset value in the company/practice, and attracting and retaining loyal, productive employees.

You're an employee interested in company-provided fringe benefits, including group insurance and a retirement plan.

You're an estate owner who may not wish to see the fruits of your labor lost at your death.

I am sending this letter to my clients who are businessowners and professionals for two reasons. The first is to share concepts you can use about various risks associated with businessownership. The second, to let you know that I can help you address these and other important business planning issues.

I'll be in touch soon to schedule a brief, convenient meeting to show you the process I use to help people accumulate and preserve wealth and reduce taxes. I'll also answer any questions you may have about our business planning services.

I look forward to seeing you again.

Sincerely,