Advising Seniors

By Allen Harris • April 3, 2019

When I work with a business owner to improve their company, one of my main points is that whatever your industry looks like today will be much, if not totally, different in the not-too-distant future. Whether you, my dear reader, are a business owner or valued employee looking to climb the corporate ladder, it is of value to you see this pseudo-physician heal thyself.

Peter Coughlin, my co-worker, has the Certified Senior Advisor designation. Scott Little, also a co-worker, is a Certified Elder Planning Specialist.

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Allen is the CEO and Chief Investment Officer at Berkshire Money Management and the author of Don’t Run Out of Money in Retirement: How to Increase Income, Reduce Taxes, and Keep More of What is Yours. Over the years, he has helped hundreds of families achieve their “why” in good times and bad.
As a Certified Exit Planning Advisor, Certified Value Builder, Certified Value Growth Advisor, and Certified Business Valuation Specialist, Allen guides business owners through the process of growing and selling or transferring their established companies. Allen writes about business strategy in the Berkshire Eagle and at 10001hours.com.

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