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  • M2E04-Santa Cruz, CA
    2240 Encinitas Blvd Suite D #421 Encinitas, CA 92024 T: 858.886.8138
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9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
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Reduce risk in your hiring process by reimagining it
Overcome the limitations of interviews and strengthen your support of new hires.
Business Ownership
To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Grow your entrepreneurial portfolio
How to find a new business venture.
Business Ownership
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Cash balance plans: A game-changer for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
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Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
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Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership

Are you ready? Let’s uncover the possibility of working together.

Vector3 Wealth Management logoVector3 Wealth Management logo
  • 2240 Encinitas Blvd Suite D #421 Encinitas, CA 92024
  • 858.886.8138
  • Map & Directions
  • Map & Directions

Investment advice offered through Golden State Equity Partners (GSEP), an investment adviser registered with the U.S. Securities and Exchange Commission. Vector3 Wealth Management is a DBA of GSEP. Registration as an investment adviser does not imply a particular level of skill or training.

Golden State Equity Partners CRS