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ChamberMaster Hidden 2017-03-29T01:50:34+00:00

HOT Discounts - For MEMBERS or Community

Complimentary Consultation
Complimentary Financial Consultation
Solon Chamber of Commerce members may contact Dan Goldfarb to schedule a complimentary, confidential financial consultation to review their personal and/or business planning.

This initial consultation will last approximately one hour. In order to make this meeting most productive, Dan will provide you with a document checklist for information to bring to this first meeting. Additional sessions may be required to gather sufficient data to prepare the analysis.

Following the consultation, Dan will prepare and provide written observations and recommendations covering a variety of areas, for example: 

Business Succession Planning
Cash Flow
College Planning
Employee and Executive Benefits
Estate Planning
Investment Planning
Retirement Planning
Risk Management 

Please feel free to call Dan to discuss further at (440) 318-1435.
 
Offer Valid: March 20, 2017December 29, 2017
Solon Chamber of Commerce