In 2017 Ray Dalio published a book titled “Principles: Life and Work.” In the introduction he said, “The most important thing I learned is an approach to life based on principles that helps me find out what’s true and what to do about it.”

With clear and well defined principles in business owner protection planning you will make better decisions resulting in better outcomes. The three planning principles we employ at Marshall + Viliesis are Process, Partnership and Product.

During the past two months we have been writing a short book titled “Value and Protect.” These principles are featured prominently in the text of the book. It is being written for business owners to make business protection planning easier from start to finish.

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