Spinnaker Financial hosted training sessions by its support team at Assetmark.
Published
Signal category
Presence & Recognition
Quote
“Another exceptional training by our support at Assetmark”
— Doug Frye - Wealth Strategist, RICP|Spinnaker Financial team
Company
Spinnaker Financial
Building Wealth With Confidence
- Industry
- Financial Services
- Location
- Hickory, US
- Company size
- 5 employees
Spinnaker Financial works with business owners to develop financial systems to maximize their profitability, stability, and security for the future. Clients work with us to develop strategies that help with: Minimizing taxes Lowering the cost of business debt Finding expense reductions in their business Deploy alternative solutions to "Qualified Plans" to build wealth Adding L.U.C.K. to their Finances ("Liquidity", "Use", and "Control" by "Knowledge") We partner with leading providers to take the profitability of your business to the next level. This translates into wealth generation for the owner and then uses those funds to help the business expand into new markets or fund various business needs. To start charting your business's course to more profits contact us today to schedule a no-cost consultation. Linkedin is unaffiliated with Hornor, Townsend & Kent LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member SIPC, www.SIPC.org. 800-873-7637, www.HTK.com. Spinnaker Financial is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances. 8725966RG_Jan28
Founded 2001