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SCHEDULE A CALL
Your Business Continuity Assessment™
A 3-Step Process To Help You Evaluate Our Services And Make An Informed Decision About Working Together.
Mitigate And Control Taxes
Protect Your Assets From Lawsuit And Judgment
Succession Plan Recommendations
Investment Strategies Designed To Give Business Owners The Results They Deserve
Plan Your Family’s Legacy
We Are Private Wealth Managers Who Do Our Best Work With…
Business Owners
Business Owners or Professionals in private practice.
Accumulated Total Assets Of $1,000,000+ Or Looking To Get There Quickly With The Right Help
You’ll also get an inside look at how we help clients.
Ongoing Partnership
Want the help of a financial professional instead of “winging it” alone.
How We Create Your Assessment
Casual
Conversation
Good business begins with a great relationship. The first step is a casual 20-min call to learn about your business and personal goals. We get a feel for where you’re headed and you can get a feel for how we work. We want to make sure we are the right fit for each other. If we aren’t, we will happily point you to the right expert.
Business Diagnostic
The next step is a one-hour meeting (in the office or via Zoom). It’s a private 1-to-1 conversation. We’ll get to know each other better and take a good look at your business. You can ask any questions and we’ll examine anything you want. The most import thing is that we come prepared to have an open conversation.
Review Assessment
With your Business Continuity Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. We’ll reveal exactly what you can do to improve your transition plan, shelter your personal and business income from taxes and confiscation, optimize your investments, and more.
How We Create Your Assessment
Casual
Conversation
Good business begins with a great relationship. The first step is a casual 20-min call to learn about your business and personal goals. We get a feel for where you’re headed and you can get a feel for how we work. We want to make sure we are the right fit for each other. If we aren’t, we will happily point you to the right expert.
Business Diagnostic
The next step is a one-hour meeting (in the office or via Zoom). It’s a private 1-to-1 conversation. We’ll get to know each other better and take a good look at your business. You can ask any questions and we’ll examine anything you want. The most import thing is that we come prepared to have an open conversation.
Review Assessment
With your Business Continuity Assessment complete, we will have another 1-hour meeting to review our findings and recommendations. We’ll reveal exactly what you can do to improve your transition plan, shelter your personal and business income from taxes and confiscation, optimize your investments, and more.
STEP 01
Schedule A 20-Minute Phone Call
What Happens After You Get Your Assessment
Successful business owners make informed decisions. This process is designed to help you do just that. Even if that means deciding we’re not the right fit. You can ask any questions, we never pressure you, and you’re under zero obligation.
Step 01: Schedule Your 20-Minute Phone Call
The purpose of this call is to answer your questions and make sure our expertise matches your needs.
