Wealth Builders
Individuals considering launching or growing a business face unique challenges, balancing that with the needs of their family. Investing in their future means carefully managing expenses and making difficult choices. They need an advisor who can help them develop a plan and keep them on track to meet their short-, medium- and long-term goals.
What’s Important to Wealth Builders
- Buying a home
- Having a family
- Becoming a successful business owner (starting and growing their own business or taking over an existing family-owned business)
- Accumulating wealth and maximizing investments
- Planning for the considerable expense of pre-kindergarten, private elementary and high school, and college
- Understanding how to manage consumer debt (HELOCs and credit cards)
How We Can Help
- Detailed financial plans, available online 24/7
- Loan amortization calculations
- Budgeting
- Risk management
- Corporate formation
- Corporate retirement plans
- Succession planning
- Buy-Out provisions
- Estate planning (will, health care proxy and durable power of attorney; pre-nuptial agreements)
- Financial education and personal service