Anthony Conte, the CEO for The Independent Grid which provides you an opportunity to plug in to a network of financial professionals joins Enterprise Radio to discuss top retirement planning strategies for business owners.
Listen to host Eric Dye & guest Anthony Conte discuss the following:
- What are the different types of retirement plans?
- How do you choose the right retirement strategy? What factors do you have to consider?
- What is an “Exit Plan”? How is this important for business owners?
- Should a business owner sell their business before or after retirement? How do you determine if the buyer is right for your business?
- What are the common mistakes owners are most likely to make when planning for retirement?
- What is the best way to optimize your retirement savings as a business owner?
As the CEO of The Independent Grid and Managing Partner of Conte Wealth Advisors, LLC, Tony followed in his grandfather’s and father’s footsteps providing creative wealth management and planning solutions for his clients, their businesses, employees, and families. He also focuses on growing our advisor base, operational efficiencies, and leading the team to new and exciting initiatives.
Tony has a Master’s Degree in Financial Services (MSFS) from Saint Joseph’s University’s Haub School of Business which included graduate coursework in areas as diverse as investment management, insurance planning, derivative securities, business accounting, tax and retirement planning, and economics.
In 2011, Tony went through the rigorous CFP® process to meet professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients as he received his CERTIFIED FINANCIAL PLANNER™ Certification.
Website: www.theindgrid.com
Social Media Links:
Facebook: https://www.facebook.com/TheIndGrid
Twitter: https://twitter.com/theindgrid
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