Telemus in Tucson at the Retail Experts Summit
Three members of the Telemus team recently traveled to Tucson, Arizona to take part in the 2022 Retail Experts Summit and they brought along a new, high-octane video about who we are and what we do (click the video player below to watch).
Partner and Senior Financial Life Advisor Josh Levine, Chief Wealth Officer Andrew Bass, and Director, Corporate Executive Services Matt Heckler talked about Business and Succession Planning in an Inflationary, Post-COVID Environment during the three-day event hosted by Management One.
"Succession planning is a process that will evolve over time and impact every facet of the business,” Bass said. “Succession planning can incorporate a business sale, but the focus on selling a business is very different than planning to internally transition your business. Both are long-term and need to be integrated into many day-to-day business practices and the overall strategic business plan.”
At Telemus, we take care of our clients’ financial needs from A to Z. Our strategy is to look at everything from a holistic point of view and offer a full suite of services for a variety of different clients and needs. Our financial life management services include: financial advisory, asset and liability management, investment management, insurance and risk protection, virtual family CFO, corporate executive services, private investments and more.
We serve everyone from institutional to new investors, wealthy families, company executives, professionals, entrepreneurs, and those who are newly independent and living in retirement. No matter which community you’re part of, Telemus is here to help you enrich your life and enjoy your wealth. Learn more: telemus.com.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.
