Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency is back with us this week to discuss insurance for small business owners. In this episode, Melissa Fradenburg, CDFA ®, AIF® and Kelly discuss commercial insurance options and why it’s important for small business owners to manage risk when it comes to employees, customers, and their own ability to earn income. Learn about common mistakes business owners make so you can make an informed decision when choosing insurance coverage.
- Learn more about Aitken & Ormond Insurance Agency.
- Start a quote HERE.
- Learn more about Melissa Fradenburg, AIF ®, CDFA ® and Pearl Planning.
- Reach out to Kelly Aitken-Gwinnell at firstname.lastname@example.org
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.