Managing Your Wealth: Your Vision, Our Guidance

Join Wealth Advisor Brennan Hollenbeck along with PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, as they discuss creating the optimal team when looking to sell your business. In this episode, they describe what the optimal team looks like, the tax implications to focus on, and the importance of a financial plan.

For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors:

Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor
[email protected]

Brian P. Sullivan, CPA
Audit Partner
[email protected]

Catherine L. Kluczny, CPA
Tax Partner
[email protected]

Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm.

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Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.