Distribution Business Case Study

This case study from Momentum Advanced Planning helps show how we identified the challenges that the husband and wife business owners were facing. We spent quite a bit of time working with their existing advisors and the outcomes you see here are as a result of working closely with their advisory team. Take a look at the case study and let us know if you have any questions.
You can view the Youtube introduction video here:
http://youtu.be/CHe5ectEU2Q
For more information please visit www.momentumap.com