NNP IN THE NEWS: A Matter of Perspective

Wealth Management In the January 5 issue of the Upstate Business Journal, Russ Miller, Vice President at Nachman Norwood & Parrott, shares why having tax and legal advisors is an essential part of the team you trust to help navigate your financial plan. This is the second column in a three-part series that explains the importance of having an experienced group of professionals involved in your financial plan.

Miller notes it is important to look to tax and legal experts, especially when making large decisions in life, such as buying or selling a business, as they would be most up-to-date on rules and regulations. Not consulting someone who fully understands these ever-changing rules and regulations might have a significant impact on your personal wealth, says Miller, particularly if your personal and business finances are intertwined.

Read the full article on the Upstate Business Journal’s website. If you’d like to schedule an appointment with a financial advisor, call us at (864) 467-9800.