The Importance of Business Inheritance with Austin Peterson and Landon Manche

Adam Torres and Austin Peterson discuss business succession.

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Show notes:

Business success planning before sales is important to get the best results possible. In this section, Adam Torres and Austin Peterson, CFP®, CLU®, MBA and Landon Mance Hosts Tycoons of SmallBiz, examine what it takes to plan and succeed your business success.

About Austin Peterson

Austin is a CERTIFIED FINANCIAL PLANNER ™ with over 20 years of experience in the investment, insurance and wealth management industries. Provides comprehensive financial planning to business owners, executives, and families in Arizona and the United States. He began his career in financial services in 2000. He graduated from State University-Fullerton in California in 2004 and earned an MBA from Brigham Young University in 2008. After a very successful career in insurance and financial services, he decided to start his own financial planning company. Backbone Financial was founded in 2015.

Backbone Financial is headquartered in Scottsdale, Arizona and will always try to help you remove inventions from your financial life by always acting in your best interests. Their goal is to help you build confidence in your financial decisions by providing the solutions that best suit your needs and your unique financial situation. He specializes in personalized financial planning and the study of personalized retirement plans. It also helps business owners and managers improve the effectiveness of their retirement plans through independent financial advice.

If you want to build a long-term relationship with an experienced and independent financial advisor, you can talk to Austin. He will honestly and confidently assist in retirement planning, investment management and estate planning. Austin Peterson is a registered representative of Lincoln Financial AdvisorsCorp., A broker-dealer (SIPC member) and a registered investment advisor. Austin Peterson is a graduate of AZ, CA CO, CT, GA, IN, MI, MN, MO, NV. NY, UT, VA and WA. Backbone Financial is not affiliated with Lincoln FinancialAdvisors Corp. CRN-2652618-072219

About Landon Mance

They help successful families and nearby businesses make financial decisions. What does that mean? Successful people are busy and do not have or have not found the time to make sure that everything they are doing financially is right and for the good of their families and businesses. If you want to rely on a team that can help you make objective quality decisions, you should talk to him in the areas of business succession planning, real estate life and death planning, investment optimization and financial independence planning …

He considers himself an adventurer, a family man and an advocate for children. He grew up in sunny San Diego and went to school in Cal State Long Beach (go Dirtbags!). He enjoys spending time with his family, golfing, snowboarding and hiking. Landon and his wife love the outdoors and exploring new restaurants. Giving time to help others in need and mentoring young people are some of the ways we try to get back into the community.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services provided through Lincoln Financial Advisors Corp., a broker / trader (SIPC member) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine businesses. Backbone Financial and Your Future Planning Partners are the marketing names for representatives registered with Lincoln Financial Advisors Corp. CRN-3406371-011421

Lincoln Financial Advisors Corp. and its representatives do not provide legal advice or tax advice. You may want to consult a legal or tax advisor about legal or tax information regarding your personal situation. The content presented is for informational and educational purposes. The information covered and published is guest feedback and opinions and not necessarily those of Lincoln Financial Advisors Corp.

Mission Matters is a separate entity not affiliated with Lincoln Financial Advisors Corp.

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