financial planning Archives - Page 2 of 10

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

December 14, 2023 by John Ray

Family Business Radio

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

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What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about what makes a financial plan successful.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

December 14, 2023 by John Ray

Ken Madren, Permatherm, Andrew Sullivan, Jim Pursely

North Fulton Studio

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

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Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 53)

On this episode of ProfitSense, host Bill McDermott welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business growth and emphasized the importance of maintaining a “hand on the rudder” for navigating through challenges and distractions. Jim Pursley, Factory Automation Systems, discussed the state of the manufacturing business in the current economic climate, the importance of safety in automation, and shared insights he’s gathered as a CEO.

Bill wrapped up the show by offering three quick tips on perfecting your 2024 projections.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Andrew Sullivan, Sullivan and Schlieman Wealth Management

Andrew Sullivan is the managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial, and income planning, as well as strategic and tactical portfolio construction and management.

Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.

Andrew graduated from the University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.

Andrew and his wife, Donna, reside in Alpharetta, Georgia, with their two children. He spends his free time with his family. Andrew is an avid hunter, traveling across the U.S. and various other countries for the sport.

Company Website | Company LinkedIn | Company Facebook | Company Instagram | Andrew Sullivan LinkedIn

Ken Madren, PermaTherm Inc.

Ken Madren is the CEO of PermaTherm Inc.

PermaTherm is a manufacturer of insulated metal panels, primarily for cold storage and processing facilities. Largely serving the food and indoor growing industries, PermaTherm panels are the ideal insulation material for commercial cold storage warehouses, processing rooms, vertical farms, or hydroponic farms. With over 33 years in business, PermaTherm prides itself on extensive knowledge and experience within the industry. PermaTherm’s team of insulated panel consultants provides expert project consultations free of charge, as well as offering onsite visits to project locations when needed.

Jim Pursley, President, Factory Automation Systems

**Jim Pursley, Factory Automation Systems**

Jim Pursley is the President of Factory Automation Systems.

Factory Automation Systems is an automation systems integrator that was founded in 1992. Based in Atlanta, GA, the company has implemented thousands of solutions for manufacturers from a variety of industries across the U.S. and abroad.

Discrete control, coordinated motion, process automation, production monitoring, robotic machine tending, material handling, traceability, robotic assembly, and machine safety are some of the diverse systems they develop for a wide mix of customers. The company welcomes the opportunity to put their experienced team to work on your next automation project.

Company Website | Company LinkedIn | Company Facebook | Company YouTube | Jim Pursley LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

October 31, 2023 by John Ray

Family Business Radio

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

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The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about the value of having a team of partners for the business planning process.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio

August 29, 2023 by John Ray

Family Business Radio

Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio

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Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed a legacy that parents and grandparents leave behind that goes beyond wealth preservation.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

August 8, 2023 by John Ray

North Fulton Business Radio

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

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North Fulton Business Radio, Episode 690)

Tony Van Gelder, a Certified Financial Planner and Owner of Van Gelder Financial, joined the show to talk about his career journey, becoming a financial planner, how to choose a financial planner, the value of having an advisor younger than you, how pre-retirement business owners should be planning, and more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

It’s Van Gelder Financial’s belief that a Financial Plan is really a Life Plan. While there are the technical aspects, a properly built plan should:

Help to articulate the “why” behind your plan
Clearly identify your personal and financial goals and how to achieve them
Establish clear action steps to accomplish the desired outcome
Be written and explained in an easy-to-understand way
Evolve into a living document; not something that gathers dust on the shelf.

They manage the investment of your assets according to your current financial situation, future goals, and risk tolerance level. In saying that, they firmly believe in the power of consistency and do not employ market timing or specific stock selection methods but encourage longer term strategies with periodic reviews and adjustments.

They will work with you to determine the optimal asset allocation based on your unique needs. As independent financial advisors they are not motivated by sales targets or commissions which means they will put your interests above anything else. Once an initial plan is crafted and underway, the investments are consistently monitored to ensure they not only meet your needs, but also adapt to the changing financial landscape.

Van Gelder supports families and individuals who want to help plan for their child’s or loved one’s college education. They can help with the decision on which investment and savings vehicle is right for your situation, maximize the tax efficiency, and then put a plan in place to help ensure the money is there when you need it. Alternatively, if you are on the other side of college and currently dealing with student loans, they help to determine your goals and then implement the right repayment strategy that considers your specific situation and circumstance.

Estate planning is not just for the super-rich, but instead something everyone should consider. It’s about ensuring that when something happens to you, the ones you care about won’t have to guess about desired outcomes. Estate Planning gives family members the freedom to grieve and the comfort of knowing they’re honoring your wishes. Having a plan for your estate means you can continue to help your loved ones reach goals you set together, even after you are gone. They help clients look after their investments including insurance policies, savings accounts, and overall goals, to create a plan designed to set yourself and family up for financial success.

Website | Facebook

**Tony Van Gelder, CFP, Owner, Van Gelder Financial**

Tony has always had a passion for personal finance and spent the first 10 years of his professional career within corporate finance for the medical industry. His career path gave him the opportunity to work in America, Asia, and Australia where he gained valuable experience in understanding how finance impacts various cultures and the international business community.

Tony is a Certified Financial Planner™ (CFP®) and holds Series 7 and 66 securities designations. Tony also maintains his life insurance license across various states. He graduated with a B.S. in Finance and Operations Management from Indiana University and received his Masters in Business Administration (MBA) from Macquarie University in Sydney, Australia. Tony, along with his wife and two sons currently live in Milton where he is now the owner and lead advisor for Van Gelder Financial.

In his spare time Tony enjoys golfing, reading, and teaching his boys the love of sports.

Questions and Topics in this Interview:

What is your background and how did you get into Financial Planning?
What makes you different than any other Financial Advisor?
What do you say to people who might want to work with an Advisor who is closer to them in age/experience?
With robo advisors, Chat GPT, and other technology advances, do you see the value of a Financial Advisor diminishing?
What do you do outside of work? Hobbies?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

July 24, 2023 by John Ray

Family Business Radio

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

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Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how to change the paradigm of how you think about retirement and financial planning.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor

May 16, 2023 by John Ray

Family Business Radio

Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor

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Erika Nicholson, Restored Cosmetics, and Todd Callen, AcSellerate Sales Advisor (Family Business Radio, Episode 44)

On this episode of Family Business Radio, host Anthony Chen welcomed business leaders Erika Nicholson and Todd Callen. Erika Nicholson talked about her work as a paramedical tattoo artist, saline tattooing, permanent makeup, and much more. Todd Callen discussed why business owners and CEOs may struggle to scale their sales efforts, the difference between sales and sales foundation, the most common mistake one can make when creating and managing a sales team, and much more. Anthony closed the show with a commentary on planning and your purpose and passions.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Restored Cosmetics

Restored Cosmetics, in Alpharetta, Georgia goes beyond just providing exceptional Paramedical and cosmetic tattoo services. It is important that clients leave feeling empowered, confident, and beautiful.

With a focus on creating a welcoming and peaceful environment, Erika and her team strive to make sure that every client feels special and heard. Restored Cosmetics works with Top-rated Plastic & Reconstruction Surgeons in and around the metro Atlanta area.

Additionally, clients travel across the nation seeking wholeness after such surgeries for scar camouflaging, breast tattooing, and more!

Website | Facebook | Instagram | LinkedIn

Erika Nicholson, Owner/Founder/Artist, Restored Cosmetics

Erika Nicholson thought she found her niche several years ago when she made her mark in the medical travel insurance industry.

As many experiences firsthand, COVID caused things in the world to completely stop – traveling being one of them. There was no timeframe to know if or when things would get back to normal. “It was time for me to reinvent myself! I wanted something fun, exciting, and fulfilling,” Erika said.

Today, she has done just that! Erika Nicholson, now a multi-certified Paramedical and cosmetic tattoo artist, owns and operates Restored Cosmetics, LLC. She and her skilled team help individuals look and feel beautiful every single day by restoring their confidence in and through Paramedical and cosmetic tattoo procedures.

AcSellerate Sales Advisor LLC

AcSellerate Sales Advisors is focused on helping companies achieve consistent sales growth through the improvement of all aspects of a sales organization. They help companies achieve sales targets across a range of industries by building successful sales plans, building a disciplined sales approach, and aligning sales teams.

AcSellerate Sales Advisors takes a proven results-oriented strategic and tactical approach to turn underperforming sales teams into revenue-producing market leaders. Their focus is on people, processes, systems, and messaging to achieve maximum results.

Website

Todd Callen, President, AcSellerate Sales Advisor

Todd Callen’s passion is helping small and mid-sized businesses rapidly grow their sales! Todd works with business owners as a Sales Advisor and Fractional VP of Sales.

Todd has over 25 years of Sales and Revenue leadership experience, working with companies to aggressively grow the sales and revenue engine to achieve hypergrowth. He views sales as a blend of the quantitative (the sales numbers, the forecast, the pipeline, the close rates) and the qualitative (how “effective” our positioning, value proposition, and ability to convey and persuade).

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio

May 1, 2023 by John Ray

Family Business Radio

Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio

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Getting Out of a Rut, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen noted that the way to get out of a rut is to change your headspace, focusing on things you can control versus what you cannot.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Juli Shulem, Coach Juli

April 18, 2023 by John Ray

Family Business Radio

Juli Shulem, Coach Juli

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Juli Shulem, Coach Juli (Family Business Radio, Episode 43)

On this episode of Family Business Radio, host Anthony Chen welcomed executive coach Juli Shulem. Juli shared how she got started, why she’s so passionate about her work, how she coaches her clients to improve their productivity, success stories, and much more. Anthony ended the show with a commentary and ideas on ways to get out of a rut.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Coach Juli

Coach Juli, LLC is a female-owned company that has been in business for decades. Juli Shulem offers 1:1 Coaching for Entrepreneurs, Solopreneurs, & Executives; Group Coaching; and Presentations both in-person and virtual. Juli also has an on-demand course entitled: “Your Life Productive…Finally!” which can be purchased and accessed directly from her website: www.CoachJuli.com.

Juli Shulem speaks, trains, and writes in all areas around Productivity. Contact her at Balance@CoachJuli.com to find out about having her speak to your group or department about becoming better organized and more productive. Topics and content are created specifically for each group with a wide variety of subjects to choose from.

Website | Facebook | Instagram | Twitter

Juli Shulem, Productivity Coach / Industrial-Organizational Psychologist, Coach Juli

Coach Juli Shulem, M.S., PCC, CPC began as an Efficiency Specialist and Professional Organizer decades ago. As a Productivity Coach & Industrial-Organizational Psychologist, she is an expert in dealing with the many challenges of those struggling with more difficult organizing, relationship, professional and personal management issues. With coaching, her clients become more efficient, less stressed, and better able to manage their time so they can enjoy life more fully. She coaches around overwhelm and frustration reduction, productivity, task/time management, organizing, efficiency, prioritizing, decision-making, workflow management, impulse control, as well as the special day-to-day challenges of handling life with ADHD – for those who have it.

Having been an entrepreneur and solopreneur her entire career, most of her clients tend to be Entrepreneurs, Solopreneurs, and Corporate Leaders from around the world. Clients benefit from learning her techniques to help with focusing, organizing, dealing with distraction, plus creating structure, systems, and boundaries. She works 1:1 with clients, in groups, as well as providing seminars and presentations to businesses and corporations.

Her articles are published both on her blog and on multiple social media channels. She has authored several books, has been interviewed on many platforms, and appears on multiple podcasts nationwide.

Coach Juli Shulem, M.S., CPC, PCC is a member of ICF (International Coaching Federation), ICF-GA (Georgia Chapter), Positive Intelligence Coaching, and ACO (ADHD Coaches Organization).

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

What Makes a Financial Plan Successful?, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 53)