Taxes,

Assets & Heirs

PERSONAL WEALTH MANAGEMENT FOR BUSINESS OWNERS

Only 30% of families maintain wealth through the third generation. You’ve spent a lifetime sacrificing and building wealth. *

Will you be part of the 70% who fail or among those who make it?

 

What’s Important To You?

It's a simple question, but one that rarely gets asked, answered or implemented.  Your wealth didn't simply arrive on your doorstep.  You've invested everything to get here, and now you want to use that wealth to serve your objectives.

Are you concerned with…

We often work with successful business owners and families who have accumulated significant wealth and are concerned with:

  • Paying too much in income and estate taxes

  • Their investments not matching their objectives

  • Their heirs will blow the money

Find out if your assets

can

be organized even better

through the use of a

n

Optimal Financial Team

Your Optimal Financial Team will use an open collaboration approach to get the most out of your wealth. So you can focus on Your Family, Your Business, and Your Objectives.

How can you benefit from an

Optimal Financial Team?
In your pursuit to the wealth you have today, you've probably experienced trying times in your business where significant things were missed due to playing the "middleman" between your business professionals (such as Wealth Advisor, CPA, Tax Experts, Estate Attorney, P&C Agent). Worst yet, there may still be vital gaps in your financial well-being that you don't even know as a result from this miscommunication. This is where the Optimal Financial Team comes in.

We Help Millionaires Plan Like Billionaires

The Optimal Financial Team is modeled after a personal office which billionaire’s commonly have. These billionaire’s have their Wealth Advisors, CPAs, Tax Attorneys, and Corporate Attorneys on their payroll, which takes a substantial amount of salary. Your Optimal Financial Team will utilize the collaboration of your business professionals without the expense of the billionaire’s personal office payroll.

An Optimal Financial Team is a collaboration of all of your needed professionals (such as your Wealth Advisor, CPA, Tax Experts, Estate Attorney, P&C Agent,) to work together in an open communicating & efficient manner.  This methodology takes away all of the challenges and miscommunications that can take away from pursuing what’s important to you.

An Optimal Financial Team
Will Be A Game Changer For You

Financial Independence.

Smart retirement planning can be an excellent way for successful business owners to enhance their wealth—sometimes significantly.

The problem: Most business owners are not using retirement plans nearly as effectively as they could be. They have “plain vanilla” solutions that do little to maximize personal wealth— and, as a result, they are missing out on opportunities to grow their assets.

It’s time to ask yourself: Am I maximizing my wealth?

Wealth Management helps you fill the gap between
where you are today & where you want to be

 
* Roy Williams and Vic Preisser, Preparing Your Heirs: Five Steps to a Successful Transition of a Family (Oregon: Robert Reed Publishers, 2010)