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(909) 758-0393 11810 Sebastian Way Suite 105
Rancho Cucamonga CA 91730

Business Succession Planning in Rancho Cucamonga

One of the biggest concerns facing owners of businesses is how to transfer the business after the owner's death without the IRS taking more than necessary. Failure to plan can mean a huge tax bill for heirs or even the loss of the business itself. Estate taxes can claim over half of a taxable estate, frequently resulting in families having to take on extra debt or sell off assets following an owner's death.

These are some of the tools we use to fix this problem:

There are dozens of ways to ensure your business continues long after you have passed away, the first step is to talk to us.

Andrew Chabot, MBA, CFP®

LPL Registered Principal

Andrew ChabotAndrew Chabot has been in the financial services industry for over 15 years. Andrew is a Certified Financial Planner™ professional and takes pride in helping his clients achieve their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.

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About Our Company

We help you make better decisions with your money.

As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support someone. In addition, you must prepare for your own retirement, consider what's to be done with your estate.

You're also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before.

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Our Location

11810 Sebastian Way Suite 105
Rancho Cucamonga CA 91730
Fax 909-758-0394