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How does Bernie Help Business Owners?
Bernie advises business owners from a tax-savvy standpoint. He can not only look back forensically to assess the health of your business, he can also help you investigate ways to attain business and personal goals.
Do you want to explore more ways to save money for retirement, plan an exit strategy, or fund a buy/sell agreement? Bernie can help you make it happen. He understands the responsibilities you have and the pressures you face - he is a small business owner himself!
To reach even more small business owners, Bernie takes his knowledge into the community. He teaches financial planning courses for Colorado State University and the Community College of Aurora. As a graduate of Indiana University, Bernie is an active member of the alumni club in Denver and frequently provides financial advice to other IU alumni.
Bernie earns trust and plays a leadership role for his clients. They like not only his service, but also his personality - his upbeat way, the way you can just sit down and chat with him. He gets to know you, he respects your goals and business vision.
Do you have some clear financial priorities? Do you want to sustain your lifestyle and make a smooth retirement transition?
You're busy; Bernie can help. He can design the strategies that can allow you to simplify your life, sustain your lifestyle, and grow or sell your business.
Maximize your financial potential with the help of a tax-savvy small business advisor - Bernie Taillon. Call or
e-mail him today.
5670 Greenwood Plaza Blvd. Penthouse Suite
Greenwood Village, Colorado 80111
Phone: (720) 407-3011
Fax: (720) 407-3012
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