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You’re the Boss.

Somewhere between being an employee and a small business owner lies self-employment, which can be exhilarating, challenging, and full of opportunity.  So many responsibilities rest on your shoulder, like sales, marketing, technology and operations, that you might just forget that your life is also your business. In the quest for independence and success:

  • Did you choose a business entity that protects you and your family’s asset?
  • Are you managing your personal cash flow, and planning for income tax liabilities?
  • Did you leave behind employer-sponsored benefits when you left your last job that need to be replaced or supplemented?
  • Have you considered what type of retirement plan might be most appropriate for you right now?
  • Have you fully examined the impact of hiring employees and bringing in partners on your expenses, taxes, and operations?
  • What needs to be put into place to protect and transfer your growing business?

 

Call to discuss your situation in greater detail, and learn how we can help put a plan in place that is specifically designed for you.


About DDO Advisory

DDO Advisory Services offers sophisticated and customized Financial Planning, Investment Management, and Insurance solutions for families, professionals, and business owners in New York City, the Hudson Valley, and New England.

Our approach is to fully integrate all aspects of your financial planning - budgeting and cash flow, insurance, investment management, retirement planning, education funding, as well as tax and estate planning - because no financial decisions exist in a vacuum. Schedule your complimentary consultation today by calling (646) 234-4881.

DDO Advisory Services, LLC
Office:  6369 Mill Street, Suite 209, Rhinebeck, NY  12572
Mail:  P.O. Box 900, Rhinebeck, NY  12572
(646) 234-4881

About Dan

Daniel D'Ordine, CFP® has been helping families oversee their financial affairs for over 15 years. He has been a CFP® certification holder since 2005, and holds degrees from Brown University and New York University. He serves on the Board of the Brown University Club in New York, and is a member of the Rhinebeck Science Foundation Finance Committee. He lives in Rhinebeck, NY with his wife and three children.

Daniel D’Ordine, CFP®

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