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John Baxa

Financial Advisor

Assisting Marina Owners with their Business Exit Strategy and Life-Wealth Planning…

Mr. Baxa is an expert in developing client, life-wealth scenario models to help resolve various planning concerns, provide feedback and deal effectively with complexities that are often present with the client’s he serves. In assisting marina owners, his work involves tax planning, business capital analysis, business exit strategy, key employee retention strategy, investment management, asset protection and advanced estate planning. He is a graduate of DePaul University, Chicago, IL (B.S. Finance)