Financial Services

Comprehensive Financial Planning
Financial Planning ...+2

Your business is your biggest investment. But investing in a business is more complex than simply contributing to an investment account.

 

The market has its ups and downs, risk we're all aware of. But a business carries hidden risks most owners don't even know to prepare for.

 

Do you have a strategy that lowers your tax bill while keeping your top talent and attracting new talent? 

You've put so much time and energy into building this company, but if something happens to you, what happens to the business?

Is there a partner or key employee behind a large portion of your revenue, and what have you looked at to limit that risk? 

Have you thought about the best way to exit one day, whether that's selling or passing it to your heirs?

 

I'm Michael Mayoral, an Army National Guard veteran, entrepreneur, and financial planner for business owners. I know firsthand the risks and tradeoffs owners live with, because I don't just work with business owners, I am one.

 

My role is to coordinate the various moving pieces of your business so they all work together toward your goals. If you'd like to evaluate hidden risks in yoyur business, I want to be a resource for you. Feel free to reach out.

 

 

 

Securities offered through Trinity Wealth Securities, LLC, Member FINRA/SIPC. Advisory services offered through Florida Financial Advisors, LLC. Insurance products and services offered through Florida Financial Insurance. Trinity Wealth Securities, LLC, Florida Financial Advisors, LLC, and Florida Financial Insurance are affiliated companies. Headquartered at 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634.

Military Discount: 25%
Miami, FL
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