The [best season starts in] October Newsletter

In this newsletter:

1. Check out my new website.
2. What is a Certified Exit Planning Advisor?
3. September Monthly Recap from Raymond James.

Nate Collins works with a select number of business owners and their families to help achieve their financial goals. Nate provides in-depth tax-mitigation strategies and estate planning.

MY UPDATED BRANDING?

In today's complex financial landscape, finding the right wealth management advisor can be confusing. Business owners have unique needs and challenges that may be best addressed by a specialist. That is where I come in.

I'm excited to announce the launch of my new website, showcasing my core service:

Wealth Advisory and Exit Planning for Business Owners

Check out Raymondjames.com/founderwealthstrategies and let me know what you think.

MY ARTICLE

The CEPA Advantage: why business owners should consider a financial advisor with specialized exit planning expertise.

As a Certified Exit Planning Advisor? (CEPA) and former CEO, I bring a unique skill set to wealth management for business owners. Here's why this matters:

Specialized Expertise: CEPAs focus on the holistic picture of your entrepreneurial journey and its intersection with personal financial goals.

Comprehensive Approach: We work alongside your existing financial advisor, adding targeted expertise in:

1. Value enhancement strategies
2. Tax optimization for business exits
3. Succession planning

Long-term Vision: Exit planning is an ongoing process, that can begin as soon as you start your company. We provide guidance throughout your journey.

Read more about the CEPA Advantage here.

RAYMOND JAMES MARKET RECAP - September 2024

Despite September typically being weak for stocks, the S&P 500 achieved its first positive September since 2019, reaching its 43rd record high of the year. Key highlights:

• The Federal Reserve cut interest rates by 50 basis points
• Job growth slowed but remained strong; unemployment decreased to 4.2%
• Small- and mid-size companies performed well
• Global economic shifts: ECB cut rates, Bank of England held steady, China announced stimulus measures

Full market recap here

YOUR CALL TO ACTION

If you're a business owner who hasn't updated your estate or personal tax strategy recently, now is the time. Let's connect and ensure your business and personal wealth strategies are aligned for maximum benefit.

?

Best regards,?

Nate Collins, CEPA?

Financial Advisor

nate.collins@raymondjames.com?

Opinions expressed in the attached article are those of the author/speaker and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.?

Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

?

?