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Financial Advisory Services
man sitting at his desk and on the phone
Running a small business comes with a lot of challenges. For starters, it’s challenging to gain access to many benefits offered by large corporations when it comes to financial planning.  As a sole owner you are responsible for a lot of things and should minimize risk as much as possible. However, there is not always...
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start up business loans
You have a dream and a brilliant idea for a new business. You have professional know-how and an outstanding business plan. You may have even handed in your notice and decided it’s time to make a go of it on your own. But securing one or more start up business loans might prove to be...
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wealth management advisors
At Saddock Advisory, we’re always advocating the use of wealth management advisors. While it’s a topic we’ve touched on before, there is no time like the present to expand on it further. A wealth management advisory service usually combines a range of financial services, all with the aim of setting you up for financial success,...
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business contingency plan 2021
It is becoming increasingly clear that the events of the COVID-19 pandemic will have a lasting impact on our lives. Almost every industry experienced some sort of shock as a result of the pandemic. Yet this is especially true for businesses. As such, it is important to act while the lessons of COVID-19 are still...
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business financial advisory
Nobody said owning and running a business was easy. There are so many aspects involved – not only do you have to be an expert in whatever service your business provides. But, to be truly successful in the long term, you also have to be an expert in business itself. If this sounds like a...
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business financial planning
Most financially minded people would agree that planning for your financial future is extremely important – and it absolutely is. What sometimes gets overlooked, though, is planning for your business’s financial future. Many business owners have personal and family financial plans, but may have forgone, or put off, financial plans for their businesses. There are...
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financial planning and analysis
Financial Planning and Analysis, or FP&A, is one of the most important components of a company’s financial health. There is a reason FP&A professionals are highly specialized and valued within organizations. The work they do, if done well, will drive almost every aspect of their company’s strategies, goals, and overall value. The power and capabilities...
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tax planning
If there’s an aspect of financial planning that’s leading the pack in the running for Most Neglected, it’s probably tax planning. We all pay taxes, so it’s something we’ve all got to do to some extent, and many view it as a chore. This is unfortunate, as intelligent tax planning can potentially save you significant...
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tax advisor
For business owners and wealthy individuals alike, taxes play a major role in managing financial health. Whatever your financial situation, tax preparation is an important part of the picture. About a third of people choose to employ a tax advisor to help them file tax returns and assist in tax planning, and there’s no guessing...
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finance and tax
The world of finance and tax can be daunting to just about anyone who isn’t a professional in the field. Those who specialize in one or more areas of the field have usually spent years of dedicated study and practice before becoming competent at what they do. Even then, they are often specialized in one...
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