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Our episode today includes Jordan's interview with local Financial Advisor, Broc Rosser of Edward Jones. They discuss some of the ways that small business owners can protect their investments and save for the future.

You'll finally understand why a 401k may or may not work for your company, and see some alternatives to that retirement option. You will also learn about some of the insurance options that you will want to consider to protect your ownership and assets from downturns in the market or the unexpected death of a partner.

Broc Rosser works out of the Conway area within Orlando. His priority is to always be a caring, thoughtful and responsive financial advisor. While he does not discriminate on whom he serves, his specialty in the following types of customers:

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• Individuals or couples too busy running a family, business, or working that do not have the time to manage finances for himself/herself.
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• Individuals or couples who are overwhelmed by the complexity of investing and financial planning.
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• Individuals or couples whose assets are completely misaligned to his/her financial goals and comfort level with market volatility.
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If any of the following ideas is a concern for you, Broc can help:

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1. Retirement planning
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2. Investing (Determining what you are trying to accomplish is the foundation before we decide how you should invest.)
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3. Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) (Do you fully understand the differences of each and how each plays a part in a portfolio?)
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4. Annuities (What do they do and why are they so different?)
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5. Life Insurance (What is the right type for me?)
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6. IRA (Traditional or ROTH), 401(K), 403(b), SEP IRA, SIMPLE IRA
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7. College/Education Savings
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When he isn't working on your priorities, He has been known to skydive, paraglide, and practice Tae Kwan Do. Most often you will find him with his wife and best friend, Allison and their twin princesses, Ashlyn and Ansley.