Local Advisor Helps Entrepreneurs Flourish through the Difficult Stages of Business Development
Santa Rosa, CA (PRWEB) December 04, 2014 -- Looking at what it takes for a business to survive in a recovering economy is overwhelming enough to get any entrepreneur’s heart pounding and palms sweating. Without a full understanding of tax laws, general business overhead and the risks needed to flourish, a business can be up a creek without a paddle. David Brown of Encore Wealth Management, in order to help clients deal with the slowly recovering economy, came up with a unique system of questions and analysis that help build a strategy to tackle each client’s financial issues.
Practicing what he calls, “Behavior Finance,” Brown looks beyond market trends to navigate success for clients. His work targets protecting the client’s bottom line above all else, paying close attention to the needs of the business, its owner’s personal goals and needs of their family -- all at once. For more information on surviving in business, visit http://www.encorewealthmanagement.com/ or call 707-578-5123.
Most recently in 2014, federal requirements for providing health care coverage to employees have created obstacles for small businesses. Brown’s aim is to help businesses survive and increase personal income for business owners. He is able to explain his strategy in terms that are easy to understand so clients don’t feel alone or un-safe which is often the case when dealing with these kinds of decisions and challenges. He says, “I think my success with clients is mostly due to the fact that I am relationship driven. I look at each case in its entirety and work to protect and support every aspect of my client’s needs and dreams for success. I have met with potential clients who have expressed feeling jilted and bombarded when it comes to financial planning – constantly feeling sold to -- I want to relieve them of that stress.” As a business owner himself, Brown gets how difficult developing your business and pushing your business to that next stage can be. His clients learn creative ways to build their business and acquire more staff at a price they can afford.
(NOTE: Securities are offered through, LPL Financial. Member FINRA/SIPC. Financial planning offered through David Brown, a Registered Investment Advisor and a separate entity.)
About David Brown and Encore
Brown started his financial career in 1991 and launched Encore Wealth Management in 2009. His experience is concentrated in insurance, employee benefits, investment and securities, state and federal income tax*, estate tax*, gift tax*, transfer tax*, asset protection, retirement and estate planning (NOTE: *LPL Financial Consultants do not provide specific tax advice. You should contact your tax advisor). He is a Certified Retirement Counselor™, a member of the Redwood Empire Estate Planning Council, the Financial Planning Association and is an accredited investment fiduciary. As part of his dedication to helping communities around Sonoma County, Brown is the Vice-President of the Board of Directors for Social Advocates for Youth, has served on the Santa Rosa Board of Community Services and the Creeks & Waterways Committee. He has lived in the Santa Rosa area since he was 11 years old and currently resides there with his wife and three children.
Securities are offered through, LPL Financial. Member FINRA/SIPC.
Financial planning offered through David Brown, a Registered Investment Advisor and a separate entity.
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Jenny Kaplan, JKaplan Communications, +1 7075781336, [email protected]
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