Comprehensive guidance for nonprofits
Matthew Pardieck, First Vice President/Wealth Management, is currently writing a book titled “Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big Hearted Business Owner™”. After working with hundreds of owners throughout his career, he noticed that the vast majority of them have personal goals far exceeding simply making a profit: charitable, taking care of family, taking care of employees and leaving a legacy. The book describes the processes, tax ideas and financial strategies this ‘big hearted business owner™’ can help build wealth for family while efficiently supporting goals relating to self-fulfillment. Ask him about it and expect to see more soon!