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July - Sept 2025

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Tax-Efficient Exit Planning on Main Street
Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...

Sara Stiles, MSFP, CFP®
Jan 19, 20211 min read
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How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp

Sara Stiles, MSFP, CFP®
Dec 30, 20205 min read
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Real Estate as an Investment: the why's and how-to's
Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.

Sara Stiles, MSFP, CFP®
Mar 27, 20201 min read
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Simplified Succession Plans for Main Street
The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.

Sara Stiles, MSFP, CFP®
Mar 18, 20204 min read
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