1 / 9

Meet Your life goals - Dave Gene Neugart

Dave Gene Neugart Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.

Neugart20
Télécharger la présentation

Meet Your life goals - Dave Gene Neugart

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. DAVE GENE NEUGART

  2. Dave Gene Neugart is a financial adviser. I have spent a lifetime accumulating a solid educational background accumulating multiple professional licenses such as a Federal IRS Enrolled Agent to represent Businesses & Individuals in Tax preparation & Audit representation, California Real Estate Brokers License, California Insurance Property & Casualty, Life & Health Licenses, & Federal Mortgage Origination License in addition to professional designations in each discipline.

  3. If you assume that since you are offering a great product, you will be able to succeed in your business, you cannot be more wrong. You should have a well-developed financial plan and a workable business strategy so you can achieve a high level of operational efficiency and stand out from others who are operating in your field. A financial adviser will help in developing such a plan and strategy.

  4. Every decision you make will impact your business and hence, you must analyze the impact and make the most appropriate decisions. A financial adviser will provide you with a workable financial model for facilitating better decision making. Apart from building the right financial model, an adviser will monitor it closely so the impact of your decisions can be analyzed easily.

  5. One of the major factors that contribute to business failures is start-ups do not make a viable business plan. A competent financial adviser will help in identifying the right market opportunities and will also provide a roadmap for your business development. Since the adviser will take into consideration all the financial and economic implications of the suggested opportunities, you can be certain that the risk factor is very minimal in them.

  6. If organizational processes are not put in place, even good plans may go awry. A good financial adviser will help you transition smoothly so you can embrace the organizational processes required for the growth of your business.

  7. You must have access to adequate finances for running your business without any interruption. Though revenue generation should happen on its own, there may be occasions when you may have to raise funds. Again a financial adviser will help you in this process.

  8. TWITTER https://twitter.com/gene_neu gart Visit Us YOUTUBE https://www.youtube.com/channel /UCCc0fIA1u87Y95cnUGd-UJw

  9. Thank you! MESSAGE US FOR INQUIRIES OR COMMENTS.

More Related