Posts Tagged ‘financial planning’

Five Things to Look for in a Relationship with your Financial Institution

One of the advantages to choosing a credit union over a more traditional banking institution is the opportunity to develop a more personal relationship with your banker. This relationship is especially important when it comes to your business, as your bank will be a huge factor in your business’s...

April 4th, 2013 | $traight Talk | Read More

Lending: Credit Unions vs. Traditional Banking Institutions

More consumers are now choosing credit unions over traditional banking institutions because of the great services and benefits they offer, such as convenient locations and stability, with the added bonus of owning where they bank. However, credit unions also offer those same benefits to small businesses,...

March 7th, 2013 | $traight Talk | Read More

Gerber LLC helps entrepreneurs identify, meet goals

At an age when most young people can barely think beyond their plans for Saturday night, Randall Gerber was plotting his path to entrepreneurship. Gerber had been working as a financial advisor for two years when he wrote the business plan for what would become Gerber LLC. His goal was straightforward...