Aaron is available to consult with business owners who are considering these issues or confronting challenges involving value, succession, owner dependence, financial independence, or future transition options.

Visit: http://www.coveredbridgewp.com

Please note the following:

Nothing in this recording should be construed as legal advice from Phil Harwood or Tamarisk Legal Advisors.

Raymond James is not affiliated with Tamarisk Legal Advisors.

Any opinions are those of Covered Bridge Wealth Planning and not necessarily those of Raymond James.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions provided herein will prove to be correct. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Aaron is available to consult with business owners who are considering these issues or confronting challenges involving value, succession, owner dependence, financial independence, or future transition options.

Visit: www.coveredbridgewp.com

Please note the following:

Nothing in this recording should be construed as legal advice from Phil Harwood or Tamarisk Legal Advisors.

Raymond James is not affiliated with Tamarisk Legal Advisors.

Any opinions are those of Covered Bridge Wealth Planning and not necessarily those of Raymond James.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions provided herein will prove to be correct. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

In this short video, Phil Harwood explains why the name Tamarisk was selected for the firm's name and what it means.