At Annie Damato & Associates, we understand this is about you, your family, and your business!
Being in this industry has helped me and my family put strategic plans in place to help mitigate risks that have helped us get through very difficult challenges. Challenges that include long term illnesses, disability, and even death.
Over the years, we have been able to help many other families mitigate risks. I've learned that we cannot eliminate these risks, but we can help you put strategies in place to help you get through the financial burden that comes along with these challenges.
We have over 30 years of combined experience. Our business practice has evolved to adapt to current economic times. As business owners, we realized that many business owners rely on their businesses as their Retirement Plan. Yet most business owners do not know the true valuation of their business. Or even worse, do not have an Exit Strategy in place if for some reason (such as illness or death or other factors) are forced to exit the business. Their families may be left devasted!
Women-owned financial consulting practice
/ Annie Damato & Associates