Business Succession Planning


Running your own business is a 24/7 job, we at Comprehensive Wealth Strategies have found that there are a few things most business owners tend to overlook or forget while doing everything else the business entails. Those services are listed below, and we are here to help you with them:

• The transfer of business interest

• Buy-sell agreements

• Disability buy-out

• Exit Strategies

• Business continuation planning

• Protecting your business & Protecting your family 


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

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