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As a #BusinessOwner, your company is likely your most significant investment. But relying on your business as your sole source of #RetirementIncome can be risky. In this video, Sol Shen and David Schlitt of #MeritWealthAdvisors share valuable insights on how to balance business reinvestment and a diversified portfolio to help plan for a brighter financial future — if and when you choose to exit your business.

At #MeritWealthAdvisors, we specialize in integrated #FinancialPlanning for entrepreneurs, helping you build business value, manage wealth and prepare for succession. Our recently launched venture, #NexStageConsulting, provides comprehensive #AdvisoryServices to #BusinessOwners, including access to our network of professional partners. Watch the video to learn more!

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