Why Use Voisard as a Business Owner?

It’s perfectly normal to focus on growing your business. Just don’t forget about growing the rest of your life, too.

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When you look at a business owner, they’re great at one thing — knowing their product and the market for their product. The problem is that sometimes business owners get so focused on running their business, they forget the dominoes that impact their entire organization. From Voisard’s perspective, we look at your business’ succession planning and at risk mitigation to determine its viability. It is our job to make sure business owners’ assets aren’t solely tied up in one thing — the company. 

By diversifying, you can see all the pieces of the puzzle and pinpoint risks the business owner may overlook. We’re not just thinking about the financial success of a company. We also consider the business owner’s family. After a conversation, Voisard will strategize about their retirement planning, estate planning, and minimizing taxes when they’re ready to sell the company. With Voisard Asset Management Group, these things do not get overlooked.

Voisard can help a business owner plan financially.

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More Frequently Asked Questions

We have great resources for all members of the plan, not just those that hired us. Watch to learn more.

Measuring success isn’t always about the final balance sheet. Watch to learn more.

Independent doesn’t mean restricted. We actually have more freedom to choose the best plans for your employees. Watch to learn more.

Our holistic approach covers more than simple retirement planning. Watch to learn more.

It’s not about timing the market. It’s about how much time you put into the market. Watch to learn more.

No rocks or hard places. Someone on the Voisard team will be here to help. Watch to learn more.

Sudden life changes mean the world to everyone involved, and that includes your holistic financial planners. Watch to learn more.

The first step of every good list is making sure you have the materials and know-how to complete it. Watch to learn more.

What do you want to do? That’s what’s driving our decisions when we create financial plans for our clients. Watch to learn more.

Maximizing your retirement is a multi-step process that should look different for everyone. Watch to learn more.

It’s all about the money, until it’s not. Watch to learn more.

We put our knowledge and career to the test for every client, and we will not compromise our integrity in this firm by doing otherwise. Watch to learn more.

We pride ourselves on open communication, and the fee agreement stage is at the forefront of that conversation. Watch to learn more.

Kickbacks usually come with other unscrupulous services, and that’s no way to start a client relationship. Watch to learn more.

When your financial planner is making more money from their services than you are on your plan, that’s a red flag. Watch to learn more.

There’s a short answer and a long answer, but it really all depends on communication. Watch to learn more.

Use our knowledge of the tax system to benefit you today, and in the future. Watch to learn more.