Owning a business is a balance of running the day-to-day without losing sight of what’s next. Fred understands that you care about retaining top employees, growing your business, and avoiding unnecessary taxes*. You may also be looking for advice on business valuation and succession plans. Fred is on your side with well-reasoned advice and guidance every step of the way.
Securities and insurance offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and Envision Bank are not affiliated.
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*We do not provide legal or tax advice. Consult your legal and tax advisors.