Ben Julianel

• Succession & Exit Planning

• Executive Financial Planning

• Estate Planning

• Investment Planning

Ben specializes in working with privately held business owners with four areas of planning (exit/succession planning, estate planning, work optional/phase 2 planning, and investment planning). Specifically, Ben advises business owners with strategic exit strategies and how its impact on their overall financial planning.

Some of Ben’s clients include owners, executives and staff in such industries as:

• Legal

• Specialty Products

• Executive Advising

• Accounting

• Manufacturing

• Services Industries

A former professional baseball player and adjunct professor, Ben played for nine years with the Cardinals, Yankees, Marlins, Twins, and Rockies organizations. Before being drafted by the St Louis Cardinals in 2001, he played his college years at San Diego State University (SDSU). While playing at SDSU, Ben pitched against some of the nations best teams including USC, UCLA, and Cal State Fullerton.

Ben earned a Masters from Azusa Pacific University and a BA from San Diego State University. He is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 601079, DOFU 01/13

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