Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
702 East Willow Drive,
Plan for tomorrow today
Business Clarity by Design focuses on exit planning and business strategies for business owners. We are committed to helping owners maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their company.
Both Juli McNeely and Rebecca Gonzalez hold their CEPA designations and are excited to share their knowledge with business owners. As Certified Exit Planning Advisors, they have even more tools, methods, and approaches to help business owners accelerate value and improve transition outcomes when that time comes.