Porte Brown Wealth Management
Taking on the World
- A cash budget highlighting your financial needs over the next two or three years. This allows you to plan the timing and amount of expenditures. Cash flow planning helps you defend against problems such as exchange rate fluctuations, exchange controls, political events and the slow collection of accounts receivable, which can take several months.
- A capital budget that provides both an overview of how much you need to complete your project and an operating plan to use as a benchmark for actual outlays and receipts.
- A source of financing to deal with possibilities such as larger-than-expected orders that require capacity expansion, and customers who default or go out of business.
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*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.