19: Creating Your 2024 Business Plan

It's the end of 2023 and we KNOW you're in the thick of business planning for 2024, just as we are!✍🏽💡

We share our 2024 Business Planning agenda to give you a place to start for your plan, if you haven't yet embarked on planning for next year!

We also discuss how (and why) you should include a financial advisor into your year considering tax deadlines, the ebb and flow of the year,  your customized savings plan, in the context of your goals, etc.

Reference our FAQ page for more answers to common questions.

Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money.

We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101.

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice.

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349