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The Three Paths of Business Succession
The Business Succession Blueprint Podcast
Scott Petersen & Brad Behrendt are Financial Advisors, Tax & Financial Group – Headquarters: 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660 – (949) 223-8100 – www.tfgroup.com
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
A diversified portfolio does not assure a profit or protect against loss in a declining market. 20250904878 DOFU 09/2025
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License # 0644976) member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera Wealth Services, LLC. The views depicted in the material are for information purposes only and are not necessarily those of Cetera Wealth Services, LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Wealth Services, LLC not any of its representatives may give legal or tax advice.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
