What is an
Optimal Financial Team?
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, all working together in an open communication & efficient manner. Collaborating in this dynamic environment creates on-going dialogue between your professionals that can result in significant financial gaps being uncovered.
This methodology helps mitigate the uncertainties and miscommunications that can create vulnerability in your wealth.
At the beginning of the Optimal Financial Team process you may not have a relationship with all of the business professionals(Wealth Advisor, CPA, Tax Experts, Estate Attorney, P&C Agent) which may be needed, that’s ok. This is a dynamic process that will be improved as we progress. Your wealth was earned by a lifetime of effort and sacrifice. Now it is time to optimize that wealth so you can focus on what’s important to you.
you can go
From
Financial Inefficiency
Unable to totally focus on important actions & details because you are busy being a facilitator between your financial professionals.
These distractions cause inefficiencies and can lead to unnecessary gaps in your financial world.
To an
Optimal Financial Team
The Optimal Financial Team will provide even more freedom to focus on your objectives, personally and in your business.
When necessary, you would communicate directly with your individual professionals. However, many of this correspondence can be handled by your Optimal Financial Team (BHWA Inc.)
Picture a day when you have a team of trusted professionals providing coordinated solutions that optimize your financial world.