Certified Exit Planning Advisor®
Certified Investment Management Analyst®
Fred is lead partner in Business Owner Succession Strategies’ Exit Planning Strategies, and also works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance. Fred is also a managing partner at Waterfront Financial Group.
8000 W 78th, Suite 415
Edina, Minnesota 55439
CONNECT WITH US
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
© 2022 Business Owner Succession Strategies. All rights reserved.