Touching each corner of your life
Helping achieve your financial goals through financial planning
We provide strategies to help families to accumulate and protect your wealth.
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Sep 01, 2021
Business owners are busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We've put together a list of 10 essential decisions for every business owner to consider.
Aug 17, 2021
You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you. But now that you’re over 60, your children are grown, and your mortgage is paid off, you may feel you don’t need life insurance anymore. However, there are some circumstances under which it may still make sense for you to have life insurance: • You still have substantial debt. • You have dependent children or grandchildren. • You want to be able to leave a financial legacy.
Aug 03, 2021
No business owner likes to think about handing over their business they've built from the ground up. But the fact of the matter is, you will have to do it eventually. Even more concerning, what if you were to become ill or incapacitated? Making a decision of this magnitude during trying times would not be ideal. For the business owner, an estate freeze can be an integral part of your estate planning strategy. The purpose of an estate freeze is to lock-in (freeze) the value of the business, freeing the successor from the tax liability that may arise should the business' value increase.
Jul 01, 2021
For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.
This is a great business. They keep on top of our investments. If there is a better option to make a difference in our investment portfolio, they meet and discuss the options. I have followed their advice and our investments are doing well. Thanks Four Corner Financial!Rebecca Peterson
We have been a client of Four Corner Financial for many years and have never been disappointed with their knowledge and integrity. If there is a better investment opportunity they will make that known to us. We would definitely recommend Four Corner Financial to others as a business to trust with their financial needs.Linda Ausum
We have had a great experience with 4 Corner financial. They are genuine and very approachable. Everything you would want in an organization that helps with personal finances!Mark Wurtz
James is fantastic to deal with, and makes those he connects with comfortable. James takes time to listen to his clients’ needs and ensure they understand everything that is happening with their money!Brad K.