Jason and Michael welcome Darren Violette of Profectus Financial Partners to explore the broader landscape of risk and how strategic planning, insurance, and strong employee retention can elevate your business valuation.
Disclaimer:
This material contains the current opinions of the presenter but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Profectus Financial Partners offers fee-based planning, wealth advisory services, and securities through Park Avenue Securities LLC (PAS) and insurance through The Bulfinch Group Insurance Agency, LLC. Fee-based plans may include tax and wealth planning suggestions, but we do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. Darren Violette is an Investment Advisor and Registered Representative of PAS and Financial Representative of The Guardian Life Insurance Company of America (Guardian), supervised from: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly owned subsidiary of Guardian. Profectus Financial Partners and The Bulfinch Group are affiliated, but neither firm is an affiliate or subsidiary of PAS or Guardian. Darren Violette, CA Insurance license # OM18222; FL Insurance license # P171418. PAS is a member FINRA, SIPC. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2023-163344 Exp 10/25
