Baby Boomers: 3 Things to Motivate You to Get Transition Ready

There are three motivators that drive every client engagement at FPA Owners Transitions, Clarity, Liquidity, and Legacy. Finding clarity comes first before all else and working with an advisor to find it is essential. Liquidity and Legacy vary in importance from owner to owner. Once they have been prioritized, an owner and their advisors can begin down a productive… Continue reading Baby Boomers: 3 Things to Motivate You to Get Transition Ready