Jeff Lancaster


Should You Take Money Out of Your Business?

Entrepreneurs are quick to reinvest profits back into their companies. But the key to retirement just might be outside investments.  Read story

When It Comes to Risk, Be Realistic

Because of their natural optimism in business, entrepreneurs often ignore serious risks to wealth management.  Read story

When It Comes to Risk, Be Realistic

The unique planning needs of the small-business owner are both challenging and attractive to professional wealth managers. As a group, business owners po...  Read story