About
As a Business Owner Your Financial Challenges are Complex
Business owners often have unique financial challenges then they need answers to:
- Is my business as profitable as it can be?
- Am I benefiting the most personally from my business?
- I love what I do, but how can I start setting up. financial independence to be work optional?
Business Owners have many advantages that other professionals don’t have. But, if you don’t have the right financial partner with deep niche knowledge, then you’re missing out on the opportunities.
Those missed opportunities, can have large implications.
Many business owners are pulled in hundreds of directions. The time and energy demand can make it seem impossible to create a successful plan.
With a financial and accountability partner, you can make sure those opportunities are taken advantage of at the right timing to give you a clear path towards financial independence.
Focus your time and effort on the bigger picture with your business and we take care of the rest.
As business owners, our businesses were created to enrich our lives, not complicate it. Your business can be an asset to free up your time and reach your desired lifestyle.
Let us help you design a plan!
Mike’s Story:
When I got started in financial planning over a decade ago, I didn’t understand why the industry seemed to ignore business owner needs for individualized and strategic financial planning advice. Instead, the focus was heavily on managing investment portfolios. Business owners need so much more that investment management, and the timeliness of implementing financial strategies is at the forefront!
It was from that early experience that I knew I didn’t want to conform to the industry norm.
In order to offer objective advice, it was going to take rebuilding the financial practice model – to include complex financial strategies that are specific to business owners. By implementing the right financial strategies, business owners can significantly increase their wealth, reduce down their tax burden, and further enhance their impact on the business economy.