1. John K. Bahr Helping Entrepreneurs Become Investors 249 E Hwy 54, Suite 300 | Durham, NC 27713 919-493-6043 | 888-228-0931 John.Bahr@RaymondJames.com | www.JohnKBahr.com Certified Investment Management Consultant
2. Your Business Consulting Team Raymond James Corporate Accounts 401k & Retirement Planning Business Insurance Planning Corporate Trust Services Options & Concentrated Stock Services Healthcare Planning Small Business Owner John Bahr & Team Local CPA Local Business Attorney Personalized Wealthcare Business Succession Raymond James Investment Banking
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7. At what price does selling my business provide enough for my retirement? Your Recommended Goals are custom designed based on your priorities . This recommendation is designed to avoid undue sacrifices to your financial lifestyle and if possible avoid unnecessary investment risk. With these objectives in mind, our recommended goals and investment strategy falls within balance so that you can be confident that any future modifications to your goals will be moderate and manageable through ongoing monitoring. The investment profile is hypothetical, and the asset allocations are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation.
8. Step 1 : Discovery Define Success We will work closely with you to: Fully Understand Where You Are Now B Clarify Where You Want To Go Our Objective : Develop a clear understanding of what is important to you and how we can help you. A For illustrative purposes only. Investing involves risk and you may incur a profit or a loss
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11. John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300Durham, NC 27713 888-228-0931 John.Bahr@RaymondJames.com Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Helping Entrepreneurs Become Investors