Investment Principals for Entrepreneurs #5

PROTECT YOUR ASSETS

Work with a business attorney to structure your company so that creditors can’t reach your money if the business runs into financial or legal peril. Work with a financial advisor to make sure your investments are setup in a way that protects them in the even your business runs into a hardship. In addition to structuring your business appropriately, this also involves transferring assets to spouses and children where possible and investing within retirement accounts and real estate, which in some cases are out of reach.

This commentary on this website reflects the personal opinions, viewpoints and analyses of J Benjamin Financial such comments, and should not be regarded as a description of advisory services provided by J Benjamin Financial or performance returns of any J Benjamin Financial Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. J Benjamin Financial manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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