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Do You Know a Small Business Owner Who Needs Our Financial Guidance? Thumbnail

Do You Know a Small Business Owner Who Needs Our Financial Guidance?

By Trent Derrick, CMT®

Managing your finances can be incredibly complex and difficult; on top of all the additional responsibilities and pressure from running a business, it becomes extra challenging. Who do you trust to understand your life and guide you through complicated decisions and opportunities? 

I founded my practice to help business owners and entrepreneurs optimize their business’s financial health both for today and for the future. I am committed to guiding our clients through whatever life throws at them and helping them by answering their questions and alleviating concerns. 

Do you know a business owner that needs this kind of support system? 

Review and Reevaluate

An objective perspective can sometimes make a world of difference. That’s what I provide for my clients, along with deep experience and expertise to guide them through their specific financial circumstances. I look at all aspects of your business, including taxes, cash flow, and exit and succession planning. I also examine your personal finances to make sure they are stable and safeguarded. I focus on maximizing your business’s value so that no matter when you decide to leave it to someone else, you can experience a smooth and profitable transition.  

I’m Here for Your Business Owner Friends

My mission is to help others understand their dreams, clarify their purpose, and create a workable plan to accomplish their goals and create a legacy. I am lucky to have clients that feel so strongly about the service they receive that they refer their friends and family to me. I’m here to help others in need of unbiased advice and direction.

If you or those you know have any questions or concerns about business planning, succession planning, retirement, risk, or anything that’s causing financial stress, I’m here to help! Book a consultation with me here or email me at trent@legacywm.com.  

About Trent

Trent Derrick is a financial advisor and Chief Market Technician at Legacy Wealth Management. Trent is passionate about the value small businesses bring to their communities and specializes in serving small business owners by providing seamless financial advisory services tailored to their financial needs, including tax planning, cash flow management, retirement planning, and bookkeeping. Trent has a bachelor’s degree from the College of Charleston and studied economics at the University of South Carolina, Columbia. He is a Chartered Market Technician® (CMT®) professional. Trent serves as a guest lecturer for the College of Charleston’s MBA program and acts as chairman of the Market Technician Association’s Charleston chapter. When he’s not working, Trent, a proud Eagle Scout, enjoys volunteering with the Charleston Animal Shelter’s outreach program. Trent and his wife love to cook international cuisines and host dinner parties with their friends. To learn more about Trent, connect with him on LinkedIn.