Exit Planning Institute - Find a CEPA

As a Wealth Advisor and Comprehensive Financial Planner, I work with clients to identify their financial goals and create actionable strategies to achieve them. My approach is comprehensive and holistic—whether developing detailed financial plans, structuring business exit strategies, implementing retirement solutions, or optimizing investment allocations. I work collaboratively with CPAs, estate planning attorneys, and insurance professionals to help ensure all aspects of my clients' financial lives work in harmony. For business owners, I bring specialized expertise in viewing their company as a strategic asset within their broader wealth management plan. My focus is on strategy, integration, and helping clients see the complete picture of their financial future.Disclosures: https://www.onedigital.com/disclosures/

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Advisor Type: Financial Advisor
Website:
https://www.onedigital.com/solutions/financial-services/wealth-management/onedigital-wealth-management-knoxville/
Phone: +18656901155
City: Knoxville
State: Tennessee
Postal Code: 37922
Country: United States
Designations: CEPA®, CFP®, ChFC®, Series 65, Value Builder™
Markets Served: Dentists, Auto Repair businesses, Service Based Business
Company Name: OneDigital Financial Services

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AMY AHRENS

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2024 Webinar Series

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Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

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EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

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Issue One: The Annual Exit Magazine

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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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