Dive into the financial labyrinth of entrepreneurship with Michelle and her guest, Frank, a seasoned financial advisor and estate planner. Frank shares valuable insights on how business owners can navigate their finances, from paying themselves first to leveraging tax deductions and protecting their wealth. This episode is a treasure trove of knowledge for anyone looking to secure their financial future while growing their business. Check it out!
Want to discover the common financial pitfalls that small business owners face, and learn strategies to overcome them?
In this episode of The Business Ownership Podcast I interviewed Frank Hanna.
Frank B. Hanna, Jr., ChFC®, Private Wealth Advisor, is a leading specialist in Estate Planning, Business Succession Planning, and Wealth Management for a select group of individuals, executives, and privately held business owners. Frank spent 15+ years within the restaurant/hospitality industry operating several of his family's restaurants and bars in the Fenwick Island, Delaware, Ocean City and Salisbury, Maryland area. In 2007, he launched a financial consulting firm within his family business providing guidance in real estate development, tax management, and private investment. He has has successfully taken his years of experience running his own companies and applied his business acumen and lessons learned to the challenges and concerns his clients face, giving him a unique perspective that most financial advisors cannot offer. He has been recognized within the industry for his production, leadership, and ability to serve his clients in an exemplary manner. In 2014, Frank received his designation as a Chartered Financial Consultant (ChFC). He holds FINRA Series 7, 6, 63, and 65 licenses. He is securities licensed in the states of AZ, CA, CT, DE, FL, MD, MA, NC, NJ, NY, PA, SC, VA and VT. Additionally, Frank carries a license for the following lines of insurance: Life and Fixed Annuities, Accident and Health, Variable Life, and Variable Annuities. He sits on the Peninsula Regional Medical Center Foundation Board of Directors in Salisbury, MD as well as the Board of Limited Jurisdiction for Saints Peter and Paul School in West Chester, PA.
Frank's expertise will help you fortify your business fortress and safeguard your hard-earned wealth against unnecessary taxes.
Check it out!
RevX Wealth Website: https://www.revxwealth.com/
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