Are you a part of the Great Resignation? Have you joined the ever-increasing number of workers who find themselves in “Free Agent” status? Today we’ll discuss the pros and cons of starting your own business – or more accurately – becoming your own boss, free to work on your own terms but also – suddenly responsible for your own taxes, benefits, and compliance with regulations.
Hots:
Daniel Cook, CFP®, AIF® | Chief Financial Officer
Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group.
Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.
In 2001, a particularly difficult year in the financial industry, Dan was recognized as the Advisor of the Year by his previous broker/dealer for his work in guiding clients through those tough times. Dan is now an Investment Adviser Representative of Commonwealth Financial Network. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver, and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® (AIF®).
Stephanie Brinkman | Marketing Administrator
Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.
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(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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