Fixed-Wing Glider

Sell, Exit or Transfer

5 - 10 Years Before transition

You’ve put everything you have into your business throughout the years and we want to provide you with the highest level of care, accuracy and support during one of the biggest financial events of your life.

 

SERVICES

  • On-going holistic financial planning, support and advice though the sale and beyond (24-hour response time)

  • Annual or Biannual Reviews

  • Addressing the best options for structuring the sale or transition to help maximize gains and minimize taxes

  • Planning for current and future income needs  

  • Retirement, Legacy and Estate Planning

  • Philanthropic and Planned Giving​

* We can help support, streamline or coordinate with your existing financial relationships.

WE KNOW IT'S IMPORTANT TO...

 

Balance maximizing your return while addressing current and future financial needs, for you, your family and your partners.

 

We aim to help you retain as much as possible, while aligning your financial plan for whatever comes next.

205.447.1199

2 20th Street North, Suite 1500 Birmingham, AL 35203

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Trailblazer Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Jon Vogel is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC.

We are licensed to sell securities in GA, AL, CO.  We are licensed to sell insurance in GA, AL & CO.

Supervisory Office: 1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338  Phone: 770.551.3400

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CRN202203-260836